Professional Guidance That Reflects Your Career and Credentials
After years in specialized care, many psychologists in Forest Acres 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 Forest Acres, 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 Forest Acres, South Carolina
Forest Acres
Forest Acres is a city in Richland County, South Carolina, United States. The population was 10,606 at the 2020 census. It is part of the Columbia, South Carolina, Metropolitan Statistical Area and is an enclave of the city of Columbia. Forest Acres is located at 34°2′19″N 80°58′3″W (34.
Why Psychologists in Forest Acres, 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
Forest Acres, 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