Financial Planning That Respects Your Career Complexity
Hospitalists frequently change employers, health systems, or contract arrangements during their careers. This can result in a confusing mix of 401(k)s, 403(b)s, and other retirement accounts with no clear plan.
We assist hospitalists in Jacksonville Beach:
- Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
- Evaluate Roth conversion opportunities during income transitions
- Design a coordinated drawdown strategy for retirement or semi-retirement
About Holland Capital Management in Jacksonville Beach, FL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management provides fiduciary financial planning and investment management for high-income professionals. With offices in Charlotte, NC, and Winter Park, FL, we serve clients across the nation..
M. Chad Holland CFA, CFP®
About Jacksonville Beach, Florida
Jacksonville Beach
Jacksonville Beach is a coastal resort city in Duval County, Florida, United States. The population was 23,830 at the 2020 census. The city is part of group of communities collectively referred to as the Jacksonville Beaches on the northern half of San Pablo Island.
Why Hospitalists in Jacksonville Beach, FL Work with Us
Independent fiduciary guidance
Led by a CFA®, CFP® — not a salesperson
Fee-only planning, customized for physicians
What You’ll Gain
Clarity across your financial accounts
A flexible income plan tailored to your lifestyle
Lower tax friction and fewer administrative headaches
Schedule Your Complimentary Clarity Call
We work with hospitalists across the country to prevent rollover missteps and facilitate a smooth transition with purpose.
Schedule your introductory conversation today
Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book
-
Location
Jacksonville Beach, FL - Hours
Monday - 9am-5pm
Tuesday - 9am-5pm
Wednesday - 9am-5pm
Thursday - 9am-5pm
Friday - 9am-5pm - Phone/Fax
P | 877-733-9435
F | (980) 500-1531 - Email Us
chad@hollandcapitalgroup.com