Financial Planning That Respects Your Career Complexity
Whether you’ve spent your career in family medicine, internal medicine, or hospital-based care, chances are your 401(k) accounts are scattered, and your retirement strategy unclear.
We help generalist physicians Soddy-Daisy:
- Consolidate multiple 401(k)s, 403(b)s, and other workplace retirement accounts
- Evaluate Roth conversion opportunities
- Build a flexible, tax-aware drawdown plan tailored to your goals
About Holland Capital Management in Soddy-Daisy, 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 Soddy-Daisy, Tennessee
Soddy-Daisy
Soddy-Daisy is a city in Hamilton County, Tennessee, United States. The population was 13,070 at the 2020 census and estimated to be 13,619 in 2022. The city was formed in 1969 when the communities of Soddy (to the north) and Daisy (to the south), along with nearby developed areas along U.
Why Physicians in Soddy-Daisy, TN 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 collaborate with generalist physicians nationwide to prevent rollover errors and ensure a purposeful, seamless transition.
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
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Location
Soddy-Daisy, 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