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 Spartanburg:
- 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 Spartanburg, SC
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 Spartanburg, South Carolina
Spartanburg
Spartanburg is a city in and the county seat of Spartanburg County, South Carolina, United States. The city had a population of 38,732 as of the 2020 census, making it the 11th-most populous city in the state. The Office of Management and Budget (OMB) groups Spartanburg and Union counties together as the Spartanburg, SC Metropolitan Statistical Area.
Why Neurosurgeons in Spartanburg, SC 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
Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book
-
Location
Spartanburg, SC - 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