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 Ocala:
- 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 Ocala, 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 Ocala, Florida
Ocala
Ocala ( oh-KAL-ə) is a city in and the county seat of Marion County, Florida, United States. Located in North Central Florida, the city's population was 63,591 as of the 2020 census, up from 56,315 at the 2010 census and making it the 43rd-most populated city in Florida.
Why Optometrists in Ocala, FL 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
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Location
Ocala, 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