Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
There is certainly no shortage of insurance agents and/or financial advisors who work with or want to work with physicians. However, the one thing that cannot be replicated is experience. Working with an Insurance Agent familiar with underwriting both disability and life insurance policies can potentially minimize any surprises during the process.
Lawrence B. Keller was named one of Forbes Best-In-State Financial Security Professionals in New York*
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.