Total Planning Veterinary Services was founded thirty three years ago by Keith Lerner CLU, ChFC, and started with one graduating veterinary student.
Today we are most widely known as providers of disability insurance for veterinarians. After two decades of being a solo practitioner, Mr. Lerner was joined by his son, David Lerner. Fast forward to the present, and the firm consists of several financial professionals and veterinarians who specialize in designing disability insurance plans for both veterinary students and practicing veterinarians.

What makes us unique is that we specialize in working with both students and practicing veterinarians. We attend most major national veterinary conferences. We do not charge any planning or consultation fees.

Total Planning Veterinary Services

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Total Planning Veterinary Services

Org chart

Teams

Offices

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