Professional Guidance That Reflects Your Career and Credentials
After years in specialized care, many psychologists in Duncan face the challenge of coordinating old 401(k)s, hospital retirement accounts, and brokerage assets — often without a cohesive plan.
We help clinicians bring order and purpose to the transition out of practice:
- Consolidate employer plans and simplify account structure
- Evaluate Roth conversions during low-income windows
- Remove costly investment overlap and legacy assets
- Avoid sales-driven rollover advice from call centers
About Holland Capital Management in Duncan, SC
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 Duncan, South Carolina
Duncan
Duncan is a town in Spartanburg County, South Carolina, United States. Its population was 3,181 at the 2010 census. In 1811, a post office was established on what is now S. C. Highway 290. A tiny settlement sprung up around it, and both the post office and community were named New Hope.
Why Psychologists in Duncan, SC Work with Us
We serve medical professionals nationwide who are:
Near retirement or adjusting clinical hours
Seeking a tax-aware income plan
Looking for independent, fiduciary guidance
What You’ll Gain
An integrated strategy for all retirement accounts
Tax-smart rollover and withdrawal decisions
Clarity and control in your financial transition
Book Your Free Clarity Call
We collaborate with psychologists nationwide to streamline rollovers and facilitate their financial transition.
Let’s have a short, no-pressure conversation to understand your current setup and where you’re headed next.
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Location
Duncan, SC - 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