Physician Financial Services

Physician Financial Services Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF

Mr. Keller has been helping physicians since 1990. Unlike medicine, which has a standardized path that physicians must take to gain the education, training, and experience requirements necessary to obtain board certification, the insurance and financial services industry does not. Recognizing that a physician's time is limited, and to remain knowledgeable to provide the most value to his clients, Mr. Keller has obtained his CFP® certification as well as earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Life Underwriter Training Council Fellow (LUTCF) designations.

There is certainly no shortage of insurance agents and/or financial advisors that work with or want to work with physicians. However, the one thing that cannot be replicated is experience. Working with Insurance Agent that is familiar with the underwriting of both disability and life insurance policies can potentially minimize any surprises during the process.

Larry is well-known to blog readers from the more than a dozen guest posts he has published on disability insurance and life insurance planning since 2012, as well as, being a Platinum Level Contributor to the WCI Medical School Scholarship since its inception in 2015. He will also be speaking again at this year's Physician Wellness and Financial Literacy Conference (WCICON22).

While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.

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This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 355 Lexington Avenue, 9th Floor, New York, NY 10017, 212-541-8800. Securities products and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Physician Financial Services is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #1057229, CA Insurance License #0C37340. 2021-131150 Exp. 12/2023

Contact Info:

225 Broadhollow Road, Suite 115
Melville, NY 11747
(516) 677-6211
[email protected]
https://www.physicianfinancialservices.com/

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