Simplify Your Retirement Accounts with a Fiduciary Plan
If you are a dentist in Boca Raton, FL and are preparing to sell your practice, reduce your clinical schedule, or gain clarity around your finances, a thoughtful 401(k) rollover strategy can make all the difference.
At Holland Capital Management, we help dentists coordinate retirement accounts, minimize tax exposure, and build income strategies that align with their goals. We are a fiduciary, fee-only firm offering planning-first guidance, not product sales.
About Holland Capital Management in Boca Raton, FL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management is a fiduciary, fee-only advisory firm that serves high-income professionals nationwide. From offices in Charlotte, NC, and Winter Park, FL, we deliver comprehensive retirement, tax, and investment planning tailored to the needs of dentists and other medical professionals.
M. Chad Holland CFA, CFP®
About Boca Raton, Florida
Boca Raton
Boca Raton ( BOH-kə rə-TOHN; Spanish: Boca Ratón [ˈboka raˈton]) is a city in Palm Beach County, Florida, United States. The population was 97,422 in the 2020 census and it ranked as the 23rd-largest city in Florida in 2022. Many people with a Boca Raton postal address live outside of municipal boundaries, such as in West Boca Raton.
Our 401(k) Rollover Planning Approach
We specialize in helping dentists before and after practice transitions. Our process includes:
Coordinating rollovers from SEP IRAs, Solo 401(k)s, and old employer plans
Timing analysis for practice sale proceeds and Roth conversion windows
Tax-efficient account consolidation
Avoidance of commission-based products or proprietary fund traps
You will work directly with M. Chad Holland, CFA®, CFP®, ensuring each decision supports your long-term success.
Why Dentists in Boca Raton Work with us
We serve dentists across Florida and nationwide. Many of our clients are:
Selling a solo or group practice
Scaling back from full-time clinical work
Looking for a clearer, more coordinated financial picture
If that sounds like your situation, we are here to help.
What to Expect from Your Clarity Call
In your complimentary call, we will:
Review all existing retirement accounts and their tax roles
Provide timing recommendations for asset sales and income strategy
Share tax-aware rollover ideas with no sales pressure
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Boca Raton, 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