Financial Planning That Respects the Demands of Your Surgical Career
Orthopedic surgeons in Merritt Island often face unique retirement planning challenges, including managing multiple 401(k) plans, defined benefit plans, and exit strategies related to call coverage, practice buyouts, and phased clinical transitions.
We help orthopedic surgeons in Merritt Island:
- Rollover legacy accounts across hospital, group, and solo practice roles
- Coordinate Roth conversions in low-tax windows
- Sequence income streams to support your lifestyle post-surgery
- Eliminate redundant investments
About Holland Capital Management in Merritt Island, 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 Merritt Island, Florida
Merritt Island
Merritt Island is a peninsula, commonly referred to as an island, in Brevard County, Florida, United States, located on the eastern Florida coast, along the Atlantic Ocean. It is also the name of an unincorporated town in the central and southern parts of the island and a census-designated place (CDP).
Why Orthopedic Surgeons in Merritt Island, FL Work with Us
No product sales: no annuities, no commissions, no sales pressure
Surgeon-specific insight into practice transitions and income structures
Tax-aware strategy for transitioning from high-income to post-practice
Led by a CFA®, CFP® — fiduciary guidance backed by real-world experience
What You’ll Gain
A coordinated retirement income strategy
Tax-aware timing of rollovers and Roth conversions
TConfidence in a clean transition from the OR to retirement
Book Your Free Clarity Call
We collaborate with orthopedic surgeons nationwide to prevent missteps and facilitate a seamless transition with purpose.
Schedule your introductory conversation today
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Location
Merritt Island, 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