Financial Planning That Respects Your Career Complexity
If you’ve worked in retail chains, private practices, or academic clinics, your 401(k) accounts are probably spread out, and your retirement plan might be unclear.
We help Optometrists in Lewisville:
- Consolidate multiple 401(k)s, 403(b)s, and other employer-sponsored plans
- Evaluate opportunities for Roth conversions
- Build a coordinated drawdown strategy for retirement
About Holland Capital Management in Lewisville, 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 Lewisville, North Carolina
Lewisville
Lewisville is a town in Forsyth County, North Carolina, United States. The population was 13,388 at the 2020 census, up from 12,639 in 2010. It is a Piedmont Triad community. Lewisville incorporated on August 13, 1991. Lewisville is located in western Forsyth County. U. S. Route 421 passes through the southern part of the town.
Why Optometrists in Lewisville, NC Work with Us
Independent fiduciary guidance
Led by a CFA®, CFP® — not a salesperson
Fee-only planning, customized for medical professionals
What You’ll Gain
Clarity across your financial accounts
A flexible income plan for retirement or semi-retirement
Lower tax friction and fewer administrative headaches
Book Your Free Clarity Call
We work with optometrists across the country to prevent rollover missteps and facilitate a smooth transition with purpose.
Schedule your introductory conversation today
Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book
-
Location
Lewisville, 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