401(k) Rollover Planning for Ophthalmologists in Franklin, Tennessee

Financial Planning That Respects Your Career Complexity

As ophthalmologists in Franklin wind down their surgical work or prepare for retirement, many face a complex web of retirement accounts — including hospital 403(b)s, group practice 401(k)s, and other workplace plans.

We help Ophthalmologists in Franklin:

  • Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
  • Use income tapering to facilitate Roth conversion strategies.
  • Build a streamlined, tax-aware income plan for retirement
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About Holland Capital Management in Franklin, 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.

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M. Chad Holland CFA, CFP®

Why Ophthalmologists in Franklin, TN Work with Us

 
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Planning-first approach, no product sales

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Specializing in high-income medical professionals.

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Fiduciary advice from a CFA®, CFP® — no commissions

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Transparent, tax-aware rollover planning

What You’ll Gain

 
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A coordinated strategy across your accounts

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A flexible income plan aligned with your future goals

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Confidence in your next financial chapter

Book Your Free Clarity Call

We collaborate with ophthalmologists nationwide to prevent errors and ensure a smooth, purposeful transition.

Schedule your initial call today

 
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Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book

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Our Other 401k Services in Franklin, Tennessee

Our Other Annuity Services in Franklin, Tennessee