Financial Planning That Respects Your Career Complexity
If you’ve worked at multiple hospital systems or academic institutions, your 401(k) accounts are likely scattered, and your retirement plan may be unclear.
We assist neurosurgeons in Boca Raton:
- Consolidate various 401(k)s, 403(b)s, and other workplace retirement accounts
- Review Roth conversion options
- Develop a straightforward drawdown plan to reach financial independence
About Holland Capital Management in Boca Raton, 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 Boca Raton, Florida
Boca Raton
Boca Raton ( BOH-kə rə-TOHN; Spanish: Boca Ratón [ˈboka raˈton]) is a city in Palm Beach County, Florida, United States. The population was 97,422 in the 2020 census and it ranked as the 23rd-largest city in Florida in 2022. Many people with a Boca Raton postal address live outside of municipal boundaries, such as in West Boca Raton.
Why Neurosurgeons in Boca Raton, 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 for retirement or semi-retirement
Lower tax friction and fewer administrative headaches
Schedule Your Complimentary Clarity Call
We collaborate with neurosurgeons nationwide to prevent errors and facilitate a smooth, deliberate transition.
Schedule your introductory conversation today
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Location
Boca Raton, 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