Simplify Your Retirement Accounts with a Fiduciary Plan
If you're a chiropractor in [City] preparing to sell your clinic, cut back on patient hours, or simplify your finances, your 401(k) rollover warrants more than a one-size-fits-all solution.
At Holland Capital Management, we help chiropractors consolidate their accounts, reduce taxes, and develop income strategies that align with their goals. Our process is fee-only, fiduciary, and led by credentialed professionals, not salespeople focused on products.
About Holland Capital Management in Cocoa Beach, FL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management is a fiduciary, fee-only advisory firm serving high-income professionals nationwide. With offices in Charlotte, NC, and Winter Park, FL, we provide personalized planning for retirement, tax, and investment strategies.
Our 401(k) Rollover Planning Approach
We specialize in working with chiropractors nearing retirement or navigating ownership transitions. Our process includes:
Strategic consolidation of SEP IRAs, Solo 401(k)s, and old workplace plans
Tax-aware planning for Roth conversions and account distributions
Elimination of high-cost or commission-based products
Retirement income design that aligns with your values and timeline
You will work directly with M. Chad Holland, CFA®, CFP®. Every plan is built around your needs and is free from conflicts of interest.
Why Chiropractors in Cocoa Beach Work with us
We serve chiropractors across Florida and nationwide. Many of our clients are:
Preparing to sell or wind down a practice
Scaling back from full-time clinical work
Looking to streamline and clarify multiple retirement accounts
If that describes you, we are ready to help.
What to Expect from Your Clarity Call
In your complimentary call, we will:
Review SEP IRAs, Solo 401(k)s, and other plans you have accumulated
Discuss potential exit planning strategies
Explore Roth conversion timing and tax mitigation options
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Cocoa Beach, 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