Annuity Review and Second Opinion for Doctors in Englewood, Florida
If you're a doctor in Englewood, Florida, you understand the importance of financial clarity and stability. As you approach retirement, you deserve an income strategy with those same qualities: dependable, well-structured, and designed to last as long as you do.
At Holland Capital Management, we specialize in designing guaranteed income strategies for doctors 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 doctors, physicians, attorneys, engineers, business owners, and other professionals seeking objective advice.
M. Chad Holland CFA, CFP®
About Englewood, Florida
Englewood
Englewood is a census-designated place (CDP) in Charlotte and Sarasota counties in the U. S. state of Florida. As of the 2020 census, it had a population of 20,800, up from 14,863 at the 2010 census. It is part of the North Port-Bradenton-Sarasota, Florida Metropolitan Statistical Area.
Why Doctors in Englewood, Florida Work with Holland Capital Management
Fee-only, fiduciary advice with no proprietary products
Planning designed around the retirement transition needs of physicians
Coordinating annuities, pensions, Social Security, and investments into a unified income plan
Work directly with M. Chad Holland, CFA®, CFP®, throughout the engagement
What We Help Doctors in Englewood, Florida Do
Evaluate fixed income options, including annuities and pension payouts
Create a reliable monthly income stream to replace practice or hospital compensation
Avoid common tax mistakes when coordinating income sources
Build flexibility into your guaranteed income plan so it can adapt over time
Schedule a Clarity Call
If you’re a doctor in Englewood, 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
Englewood, 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