Financial Planning That Respects Your Career Complexity
If you’ve worked across multiple hospital systems, surgical centers, or locum assignments, chances are your 401(k) accounts are scattered, and your retirement strategy remains unclear.
We assist nurse anesthetists in Longboat Key:
- Consolidate various 401(k)s, 403(b)s, and other workplace retirement accounts
- Evaluate Roth conversion opportunities
- Create a clear drawdown plan to support financial independence
About Holland Capital Management in Longboat Key, 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 Longboat Key, Florida
Longboat Key
Longboat Key is a town in Manatee and Sarasota counties along the central west coast of the U. S. state of Florida, located on and coterminous with the barrier island of the same name. Longboat Key is south of Anna Maria Island, between Sarasota Bay and the Gulf of Mexico.
Why Nurse Anesthetists in Longboat Key, FL Work with Us
Independent fiduciary guidance
Led by a CFA®, CFP® — not a salesperson
Fee-only planning, customized for medical professionals
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 nurse anesthetists nationwide to prevent rollover mistakes and ensure a smooth, purposeful transition.
Schedule your introductory conversation today
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Location
Longboat Key, 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