Financial Planning That Respects Your Career Complexity
As ophthalmologists in Lakeland 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 Lakeland:
- 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 Lakeland, 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 Lakeland, Tennessee
Lakeland
Lakeland is a city in Shelby County, Tennessee, United States, and a part of the Memphis metropolitan area. The population was 12,430 at the 2010 census. The city was the location of the now defunct Lakeland Amusement Park. The city was originally themed around the Lake now called Garner Lake.
Why Ophthalmologists in Lakeland, TN 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
Lakeland, 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