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 Miami Beach:
- 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 Miami 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 Miami Beach, Florida
Miami Beach
Miami Beach is a coastal resort city in Miami-Dade County, Florida, United States. It is part of the Miami metropolitan area of South Florida. The municipality is located on natural and human-made barrier islands between the Atlantic Ocean and Biscayne Bay, the latter of which separates the Beach from the mainland city of Miami.
Why Neurosurgeons in Miami 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 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
Miami 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