Annuity Alternatives for Widows in St. Petersburg, Florida
If you're a widow in St. Petersburg, Florida, you may be balancing new financial responsibilities while planning for the future. As you move forward, you deserve an income strategy that reflects qualities of stability and dependability, well-structured and designed to last as long as you do.
At Holland Capital Management, we specialize in creating guaranteed income strategies for widows who want to safeguard their assets while maintaining flexibility and financial security. Our approach is fiduciary and fee-only, built around objective advice rather than product sales. If referral compensation is involved, it is disclosed transparently and does not alter our fiduciary commitment to you.
About Holland Capital Management
Holland Capital Management is a fiduciary, fee-only advisory firm serving high-income professionals across the nation. We specialize in retirement, tax, and investment planning for widows, physicians, attorneys, engineers, business owners, and other professionals seeking objective advice.
M. Chad Holland CFA, CFP®
About St. Petersburg, Florida
St. Petersburg
St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2020 census, the population was 258,308, making it the fifth-most populous city in Florida and the most populous city in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County).
Why Widows in St. Petersburg, Florida Work with Holland Capital Management
Fee-only, fiduciary advice with no proprietary products
Planning designed to support widows as they transition financial responsibilities with clarity and confidence
Coordinating annuities, pensions, Social Security, and investments into a unified income plan
Direct access to M. Chad Holland, CFA®, CFP®, throughout the engagement
What We Help Widows in St. Petersburg, Florida Do
Evaluate fixed income options, including annuities and survivor pension payouts
Create a reliable monthly income stream to help maintain your lifestyle and support financial independence
Avoid common tax mistakes when coordinating multiple income sources
Build flexibility into your guaranteed income plan so it can adapt as needs change
Schedule a Clarity Call
If you’re a widow in St. Petersburg, Florida, we invite you to schedule a brief introductory call. We serve clients nationwide and would be happy to learn more about your situation and answer any questions you may have.
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Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
St. Petersburg, 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