Physician Financial Services

Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF has been in the insurance and financial services industry 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. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.


Physician Wealth Services

Ryan Inman created his virtual, fee-only practice to help young physicians take control of their finances. As part of a physician family, Ryan knows the pains, struggles and joys that come from a career in medicine. When his wife was in residency, he witnessed how vulnerable she was to poor financial advice that wasn’t in her best interest. Because of this, he shifted his practice to work exclusively with young physicians who could truly benefit from unbiased, quality financial advice. PWS seeks to provide clients with the financial literacy they didn’t receive despite decades in school. He offers student loan analysis, comprehensive financial planning (starting at $200/mo.), and investment management (.75% per year) with no investment minimums. Wondering if you can save for retirement while paying off student loans? Click here.

Student Loan Planner

If you’ve got six figures of med school loans, Travis Hornsby, CFA from Student Loan Planner can show you how to eliminate student loans as a source of stress in life and how to save every dollar possible while paying them back. Whether you’re trying to optimize Public Service Loan Forgiveness, decide if you should refinance, choose the right repayment plan, or figure out your tax filing status, he will listen to your concerns and solve them. Even better, you’ll save dozens of hours studying the student loan system that you can spend doing something more enjoyable. Check out Travis’ ultimate (and FREE) student loan calculator here. If you’d like to learn more, check out how you can get student loan help here.