Efficient, Fiduciary Rollover Guidance for Geneticists
If you’re planning to retire or leave a hospital group, your 401(k) or 403(b) might no longer align with your long-term goals. Geneticists often encounter unnecessary fees, missed planning opportunities, or confusing rollover choices. At Holland Capital Management, we help professionals like you cut through the noise, simplify the process, and protect your wealth.
About Holland Capital Management in Kernersville, NC
We provide premium financial planning and investment advice to high-income professionals and business owners across the U.S
M. Chad Holland CFA, CFP®
About Kernersville, North Carolina
Kernersville
Kernersville is a town in Forsyth County, North Carolina, and the largest suburb of Winston-Salem. A small portion of the town is also in Guilford County. The population was 26,481 at the 2020 census, up from 23,123 in 2010. Kernersville is located at the center of the Piedmont Triad metropolitan area, between Greensboro to the east, High Point to the south, and Winston-Salem to the west.
Why Geneticists in Kernersville, NC Work with Us
You may have income streams from academic, lab, and private sources
You’re committed to precision in your work and want the same level of accuracy in your planning
You aim to align your retirement planning with your research or academic goals
You’re looking for a long-term fiduciary relationship, not sales pitches
What You’ll Gain
A fiduciary-led rollover strategy tailored to your goals
Assistance comparing rollover, Roth conversion, or in-plan options
Coordinated investment management across accounts
Direct access to M. Chad Holland, CFA®, CFP®—no handoffs
Book Your Free Clarity Call
Let’s have a short conversation about your rollover strategy. You’ll get straightforward, personalized guidance—with no pressure or obligation.
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Location
Kernersville, 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