Financial Planning That Respects the Weight of Your Work
Oncologists in Soddy-Daisy 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 Soddy-Daisy:
- 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 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 Oncologists in Soddy-Daisy, TN 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
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