Retirement Planning That Honors the Practice You’ve Built
After years of building a successful specialty practice, many periodontists in Jacksonville find themselves managing a complex mix of 401(k) plans, SEP IRAs, and brokerage accounts — often without a coordinated plan.
We help dental specialists bring order and purpose to the transition out of practice:
- Align rollovers with your practice exit or transition plan
- Evaluate Roth conversion opportunities during low-income years
- Eliminate account overlap and inefficiencies
- Avoid product-driven advice from commission-based firms
About Holland Capital Management in Jacksonville, 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.
M. Chad Holland CFA, CFP®
About Jacksonville, Florida
Jacksonville
Jacksonville (US: JAK-sən-vihl) is the most populous city proper in the U. S. state of Florida, located on the Atlantic coast of northeastern Florida. It is the seat of Duval County, with which the City of Jacksonville consolidated in 1968.
Why Periodontists in Jacksonville, FL Work with Us
We serve dental specialists nationwide who are:
Selling or winding down a private practice
Transitioning into semi-retirement or consulting
Seeking a cleaner, more tax-aware income plan
What You’ll Gain
A coordinated plan across all retirement accounts
Tax-aware timing of withdrawals and conversions
Confidence and control as you exit clinical work
Book Your Free Clarity Call
We work with periodontists nationwide to prevent rollover missteps and simplify their financial lives.
Let’s have a quick, no-pressure chat to understand your current setup and where you’re heading next.
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Location
Jacksonville, 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