Is Your 401(k) Strategy as Precise as Your Career?
If you are a cardiologist in Lake Worth, transitioning toward retirement or scaling back procedures, your 401(k) rollover deserves more than generic advice.
At Holland Capital Management, we help physicians consolidate accounts, reduce tax exposure, and build long-term income strategies that reflect the complexities of a high-income medical career. Our approach is fee-only and planning-first, with no product sales or commissions.
About Holland Capital Management in Lake Worth, FL
Holland Capital Management is a fiduciary, fee-only advisory firm serving high-income professionals across the nation. With offices in Charlotte, NC, and Winter Park, FL, we specialize in retirement, tax, and investment planning for physicians, attorneys, business owners, and executives.
M. Chad Holland CFA, CFP®
About Lake Worth, Florida
Lake Worth
Lake Worth Beach, previously named Lake Worth, is a city in east-central Palm Beach County, Florida, United States, located about 63 miles (101 km) north of Miami. The city's name is derived from the body of water along its eastern border known as the Lake Worth Lagoon, which was named for General William J.
Why Cardiologists in Lake Worth Work with us
Fiduciary, Fee-Only Advice
We offer objective guidance with no commissions, conflicts of interest, or sales agendas.
Medical Career Experience
We understand the career arc of specialists like cardiologists, including how layered retirement accounts and complex compensation structures affect planning.
Tax-Smart Rollover Planning
We coordinate with your CPA to avoid unnecessary taxes, plan for Roth conversions, and address Medicare-related thresholds.
Work Directly with a CFA®, CFP®
Your planning relationship is with M. Chad Holland, CFA®, CFP®. No handoffs. No junior advisors.
What We Help Lake Worth Cardiologists Do
Evaluate and compare hospital and private practice retirement plans
Coordinate rollovers across 401(k), 403(b), and IRA structures
Design an evolving income strategy for multiple retirement phases
Avoid common rollover mistakes that can lead to penalties, tax drag, or product restrictions
Schedule a Clarity Call
Whether you live in Lake Worth or practice nearby, we offer virtual consultations for physicians nationwide. We welcome the opportunity to learn about your situation and answer your rollover-related questions.
No pressure. No product sales. Just clear, experienced guidance.
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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 Worth, 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