401(k) Rollover Planning for Plastic Surgeons in Fort Pierce, Florida

Professional Guidance That Reflects Your Career and Credentials

After years in specialized care, many plastic surgeons in Fort Pierce 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
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About Holland Capital Management in Fort Pierce, FL

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.

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M. Chad Holland CFA, CFP®

Why Plastic Surgeons in Fort Pierce, FL Work with Us

 
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We serve medical professionals nationwide who are:

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Near retirement or adjusting clinical hours

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Seeking a tax-aware income plan

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Looking for independent, fiduciary guidance

What You’ll Gain

 
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An integrated strategy for all retirement accounts

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Tax-smart rollover and withdrawal decisions

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Clarity and control in your financial transition

Book Your Free Clarity Call

We work with plastic surgeons across the country to simplify rollovers and coordinate 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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Discover the essentials to safeguard your wealth in volatile markets! Uncover expert insights and actionable tips in our latest E-book

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Our Other 401k Services in Fort Pierce, Florida

Our Other Annuity Services in Fort Pierce, Florida