Financial Planning That Respects Your Career Complexity
Most orthodontists approaching retirement are managing old 401(k)s, SEP IRAs, and practice-related accounts — often spread across different institutions. Without proper coordination, this causes tax inefficiencies, missed planning opportunities, and added complexity during a major life change.
We help orthodontists in Clearwater:
- Plan and execute rollovers around practice transitions
- Assess Roth conversion opportunities during low-income years
- Consolidate accounts tax-efficiently
- Avoid product-driven traps from commission-based firms
About Holland Capital Management in Clearwater, FL
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 Clearwater, Florida
Clearwater
Clearwater is a city and the county seat of Pinellas County, Florida, United States, west of Tampa and north of St. Petersburg. To the west of Clearwater lies the Gulf of Mexico and to the southeast lies Tampa Bay. As of the 2020 census, the city had a population of 117,292.
Why Orthodontists in Clearwater, FL Work with Us
Selling or transitioning from private practice
Working fewer days per week
Seeking a simplified and tax-aware retirement plan
What You’ll Gain
An overview of your current retirement accounts
A rollover strategy tailored to your practice needs
Tax-aware insights from a fiduciary, not a salesperson
Book Your Free Clarity Call
We collaborate with orthodontists nationwide to prevent rollover mistakes and ensure a smooth, purposeful transition.
Schedule your introductory conversation today
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Location
Clearwater, 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