Financial Planning That Respects Your Career Complexity
If you’ve worked in hospitals, private practices, or urgent care, your 401(k) accounts may be scattered, and your retirement plan might be unclear.
We assist nurse practitioners in Clearwater:
- 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 Clearwater, 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 Clearwater, Florida
Clearwater
Clearwater is a city and the county seat of Pinellas County, Florida, United States, west of Tampa and north of St. Petersburg. To the west of Clearwater lies the Gulf of Mexico and to the southeast lies Tampa Bay. As of the 2020 census, the city had a population of 117,292.
Why Nurse Practitioners in Clearwater, 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 versatile income plan for retirement or semi-retirement
Lower tax friction and fewer administrative headaches
Schedule Your Complimentary Clarity Call
We collaborate with nurse practitioners nationwide to prevent rollover mistakes and ensure a smooth, intentional 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
Clearwater, 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