Protection

Creating wealth through smart portfolio management is one part of the financial planning puzzle. Protecting wealth and insuring against the unexpected are essential too. The AdvisorMax team is delighted to welcome Lawrence B. Keller, CFP®, CLU, ChFC, RHU, LUTCF to contribute his years of experience and serve as your host of this Protection discussion. In serving your clients, what questions and issues about portfolio protection arise for you?

Welcome to the "Protection" area of AdvisorMAX. Here, you can share your views and have some of your questions answered regarding insurance products or tools that financial advisors can use to help their clients build and preserve their wealth. As your host, I will help facilitate the process as well as share some of my experiences over the past 16 years with you. My practice is limited exclusively to physicians. Many of which I met when they were beginning their careers as Interns, Residents or Fellows. My philosphy is that if I met and educated them before they were financially successful and helped put them on the path to financial success, they would remember this and remain loyal. I could then continue to grow with them as their incomes and financial planning needs became more complex. Since entering the industry in 1990, I have seen many changes in the industry and well as many changes in the products that are offered. However, some things never change and that is the value of good advice and peace of mind. In order to best serve my clients, I have earned my CFP® certification as well as my CLU, ChFC, RHU and LUTCF designations. Let's use this board to help each other and continue to serve our clients in the manner they deserve.