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 Watkinsville:
- 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 Watkinsville, GA
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 Watkinsville, Georgia
Watkinsville
Watkinsville is the largest city and county seat of Oconee County, Georgia, United States. As of the 2020 census, the city had a total population of 2,896. It served as the seat of Clarke County until 1872 when the county seat of that county was moved to Athens, a move which ultimately led to the creation of Oconee County in 1875.
Why Neurosurgeons in Watkinsville, GA 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
Watkinsville, GA - 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