Financial Planning That Respects Your Career Complexity
As ophthalmologists in Opa-locka 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 Opa-locka:
- 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 Opa-locka, 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 Opa-locka, Florida
Opa-locka
Opa-locka () is a city in Miami-Dade County, Florida, United States. Spanning roughly 4. 1 square miles (11 km2), it is part of the Miami metropolitan area of South Florida. As of the 2020 Census, the population was 16,463, up from 15,219 in 2010. Opa-locka was founded in 1926 by American aviator and industrialist Glenn Curtiss, who was inspired by the Middle Eastern folk tales of the One Thousand and One Nights.
Why Ophthalmologists in Opa-locka, FL 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
Opa-locka, 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