Efficient, Fiduciary Rollover Guidance for Speech-Language Pathologists
If you’re planning to retire or leave a hospital group, your 401(k) or 403(b) may no longer fit your long-term goals.
Speech-language pathologists often face unnecessary fees, missed planning opportunities, or confusing rollover choices. At Holland Capital Management, we help professionals like you cut through the clutter, simplify the process, and safeguard your wealth.
About Holland Capital Management in Longboat Key, FL
We provide premium financial planning and investment advice to high-income professionals and business owners across the U.S.
M. Chad Holland CFA, CFP®
About Longboat Key, Florida
Longboat Key
Longboat Key is a town in Manatee and Sarasota counties along the central west coast of the U. S. state of Florida, located on and coterminous with the barrier island of the same name. Longboat Key is south of Anna Maria Island, between Sarasota Bay and the Gulf of Mexico.
Why Speech-Language Pathologists in Longboat Key, FL Work with Us
You may balance school-based, clinic, and private work.
You might have irregular income or several part-time roles.
You want help simplifying and consolidating old plans.
You’re seeking planning that matches your career flexibility.
What You’ll Gain
A fiduciary-led rollover strategy tailored to your goals
Assistance comparing rollover, Roth conversion, or in-plan options
Coordinated investment management across accounts
Direct access to M. Chad Holland, CFA®, CFP®—no handoffs
Book Your Free Clarity Call
Let’s have a short conversation about your rollover strategy. You’ll get straightforward, personalized guidance—with no pressure or obligation.
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Location
Longboat Key, 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