Retirement Planning with Precision and Purpose
If you're a dermatologist in Lake Mary preparing to sell your practice, reduce your clinical hours, or transition into retirement, your 401(k) rollover strategy needs expert guidance.
At Holland Capital Management, we help physicians simplify complex financial arrangements, maximize tax planning, and develop income strategies aligned with your long-term goals. Our approach is fiduciary, fee-only, and conflict-free.
About Holland Capital Management in Lake Mary, FL
Holland Capital Management is a fee-only fiduciary firm serving physicians nationwide. With offices in Charlotte, NC, and Winter Park, FL, we provide strategic financial planning to achieve retirement, tax, and investment goals.
M. Chad Holland CFA, CFP®
About Lake Mary, Florida
Lake Mary
Lake Mary is a suburban city that is located in the Greater Orlando metropolitan area in Seminole County, Florida, United States, and is located in Central Florida. The population was 16,798 at the 2020 census. It is the home of the 2024 Little League World Series Champions.
Why Dermatologists in Lake Mary Choose us
Fiduciary-Only Advice
We offer planning services without product sales, commissions, or corporate agendas.
Physician-Focused Insight
We understand account layering, practice exits, and the unique financial challenges faced by high-income medical professionals.
Tax-Aware Planning
We assist with navigating Roth opportunities, avoiding Medicare threshold surprises, and timing strategies to reduce tax friction.
Credentialed Expertise
Led by M. Chad Holland, CFA®, CFP®, every client gets direct, personalized guidance.
What We Help Lake Mary Dermatologists Do
Review rollover timing and distribution strategies
Coordinate group 401(k), SEP IRA, and cash balance plan accounts
Design multi-decade income streams across retirement phases
Avoid missteps that could lead to tax consequences or penalties
Schedule a Clarity Call
If you are in Lake Mary or a nearby area, we offer virtual consultations for dermatologists nationwide.
Our 15-minute clarity call is a chance to explore your questions and outline a strategy—no pressure, no product sales.
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Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Lake Mary, 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