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 Soddy-Daisy:
- 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 Soddy-Daisy, TN
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 Soddy-Daisy, Tennessee
Soddy-Daisy
Soddy-Daisy is a city in Hamilton County, Tennessee, United States. The population was 13,070 at the 2020 census and estimated to be 13,619 in 2022. The city was formed in 1969 when the communities of Soddy (to the north) and Daisy (to the south), along with nearby developed areas along U.
Why Nurse Practitioners in Soddy-Daisy, TN 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
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Location
Soddy-Daisy, TN - 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