Surgical Precision Should Extend to Your Retirement Plan
If you are a general surgeon in Clemmons, you might be nearing retirement with assets spread across hospital systems, private practices, and locum work. Without a clear, tax-smart plan, these assets can become inefficient and scattered.
At Holland Capital Management, we assist surgeons in consolidating and coordinating 401(k)s, 403(b)s, and SEP IRAs into a unified, goal-oriented plan. Our advice is fiduciary, fee-only, and designed for physicians going through significant career changes.
About Holland Capital Management in Clemmons, NC
Holland Capital Management is led by M. Chad Holland, CFA®, CFP®, and serves physicians nationwide. With offices in Charlotte, NC, and Winter Park, FL, we provide integrated retirement and investment guidance tailored to surgical professionals.
M. Chad Holland CFA, CFP®
About Clemmons, North Carolina
Clemmons
Clemmons is a village in Forsyth County, North Carolina, United States and a suburb of Winston-Salem. The population was 21,177 at the 2020 census, with an estimated population of 21,517 in 2021. Clemmons is located in southwestern Forsyth County. It is bordered to the northeast by the city of Winston-Salem, to the north by the town of Lewisville, and to the southwest, across the Yadkin River, by the town of Bermuda Run in Davie County.
Our 401(k) Rollover Planning Approach
We work with general surgeons to:
Consolidate legacy hospital and group retirement accounts
Map out Roth conversion timing and tax strategy
Coordinate withdrawals and income planning as retirement nears
Avoid product-driven mistakes and unnecessary complexity
Every client works directly with M. Chad Holland, CFA®, CFP®. The planning process is personal, conflict-free, and grounded in experience.
Why General Surgeons in Clemmons Work with us
We serve general surgeons across North Carolina and the U.S. who are:
Reducing clinical hours or exiting the OR
Consolidating plans from group and hospital employment
Seeking a simpler, tax-optimized retirement structure
If that sounds like your situation, we would be glad to help.
What to Expect from Your Clarity Call
During your free call, we will:
Review your 401(k), 403(b), and SEP IRA setup
Explore Roth and rollover options suited to your timeline
Talk about possible next steps for income planning and risk management
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Clemmons, NC - 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