Precision Matters—In Surgery and Your Retirement Plan
If you are an otolaryngologist in Durham who is transitioning from clinical practice, changing employers, or consolidating old workplace accounts, a well-structured 401(k) rollover plan can offer clarity and control.
At Holland Capital Management, we assist ENT specialists in aligning their retirement accounts with their broader planning goals. Our process is fiduciary, fee-only, and customized to support confident financial transitions.
About Holland Capital Management in Durham, NC
Holland Capital Management is led by M. Chad Holland, CFA®, CFP®, and serves physicians across the country. Based in Charlotte, NC, and Winter Park, FL, we offer personalized advice on taxes, retirement, and investments.
M. Chad Holland CFA, CFP®
About Durham, North Carolina
Durham
Durham ( DURR-əm) is a city in the U. S. state of North Carolina and the county seat of Durham County. Small portions of the city limits extend into Orange County and Wake County. With a population of 283,506 in the 2020 census, Durham is the fourth-most populous city in North Carolina and the 70th-most populous city in the United States.
Our 401(k) Rollover Planning Approach
We collaborate with ENTs to:
Assess rollover options across hospital, private, and national medical group retirement plans
Plan for Roth conversions, tax timing, and efficient asset allocation
Coordinate rollover decisions with estate, insurance, and distribution strategies
Avoid common pitfalls like NUA mistakes, RMD issues, and spousal consent delays
Each client works directly with M. Chad Holland, CFA®, CFP®. Your plan is tailored, unbiased, and based on experience.
Why Otolaryngologists in Durham Work with us
We support ENT physicians across North Carolina and the country who are:
Finalizing a practice transition or job change
Looking to consolidate and streamline old 401(k) plans
Preparing for retirement or reevaluating risk and tax exposure
If you are ready to optimize your retirement savings, we are here to help.
What to Expect from Your Clarity Call
During your free call, we will:
Review the retirement plans and rollover accounts you have
Outline a clear, tax-aware 401(k) rollover strategy
Provide guidance tailored to your timeline and clinical goals
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Durham, 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