Financial Planning That Respects Your Career Complexity
As ophthalmologists in Kernersville 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 Kernersville:
- 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
About Holland Capital Management in Kernersville, NC
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 Kernersville, North Carolina
Kernersville
Kernersville is a town in Forsyth County, North Carolina, and the largest suburb of Winston-Salem. A small portion of the town is also in Guilford County. The population was 26,481 at the 2020 census, up from 23,123 in 2010. Kernersville is located at the center of the Piedmont Triad metropolitan area, between Greensboro to the east, High Point to the south, and Winston-Salem to the west.
Why Ophthalmologists in Kernersville, NC Work with Us
Planning-first approach, no product sales
Specializing in high-income medical professionals.
Fiduciary advice from a CFA®, CFP® — no commissions
Transparent, tax-aware rollover planning
What You’ll Gain
A coordinated strategy across your accounts
A flexible income plan aligned with your future goals
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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Location
Kernersville, NC - 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