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 Summerfield:
- 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 Summerfield, 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 Summerfield, North Carolina
Summerfield
Summerfield is a town in Guilford County, North Carolina. As of the 2020 census, the population was 10,951. The town is largely regarded as a suburb of Greensboro and as development has grown, the town has slowly transformed from a rural farming area into a bedroom community primarily from Northern transplants.
Why Physicians in Summerfield, 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 collaborate with generalist physicians nationwide to prevent rollover errors and ensure a purposeful, seamless transition.
Schedule your introductory conversation today
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Location
Summerfield, 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