Financial Planning That Respects Your Career Complexity
As ophthalmologists in Watkinsville 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 Watkinsville:
- 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 Watkinsville, GA
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 Watkinsville, Georgia
Watkinsville
Watkinsville is the largest city and county seat of Oconee County, Georgia, United States. As of the 2020 census, the city had a total population of 2,896. It served as the seat of Clarke County until 1872 when the county seat of that county was moved to Athens, a move which ultimately led to the creation of Oconee County in 1875.
Why Ophthalmologists in Watkinsville, GA 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
Watkinsville, GA - 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