Financial Planning That Respects the Weight of Your Work
Oncologists in Aventura face unique professional demands, and their retirement plans should reflect that. From academic institutions to private practice, it’s easy to amass multiple retirement accounts that lack coordination.
We assist Oncologists in Aventura:
- Consolidate multiple 401(k)s, 403(b)s, and other workplace retirement accounts
- Optimize the timing of Roth conversions
- Build flexible, tax-efficient retirement income plans
About Holland Capital Management in Aventura, 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 Aventura, Florida
Aventura
Aventura is a planned suburban city in northeastern Miami-Dade County, Florida, United States, 15 miles (24 km) north of Miami and part of the Miami metropolitan area. The city is especially known for Aventura Mall, the third largest mall in the United States by total square feet of retail space and the largest mall in Florida.
Why Oncologists in Aventura, FL Work with Us
Fiduciary, planning-led guidance
No product sales or commissions
Advice from a CFA®, CFP® — not a rep
What You’ll Gain
A clean, coordinated portfolio
Income planning focused on your future, not just your past
Confidence in a personal, tax-aware retirement transition
Book Your Free Clarity Call
We collaborate with oncologists nationwide to prevent missteps and ensure a smooth, purposeful transition.
Schedule your introductory conversation today
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Location
Aventura, 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