Streamline Your Retirement Strategy with Confidence
If you are an endodontist in Miami, preparing to reduce your clinical hours, sell your practice, or simplify your financial life, a coordinated 401(k) rollover plan can offer greater clarity and control.
At Holland Capital Management, we assist dental specialists in integrating SEP IRAs, 401(k)s, sale proceeds, and brokerage accounts into a single, tax-efficient strategy. Our approach is fiduciary, fee-only, and centered on your goals, not on selling products.
About Holland Capital Management in Miami, FL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management is a fiduciary, fee-only advisory firm that serves dental specialists and physicians across the country. With offices in Charlotte, NC, and Winter Park, FL, we provide comprehensive retirement and tax planning strategies tailored to high-income professionals.
M. Chad Holland CFA, CFP®
About Miami, Florida
Miami
Miami is a coastal city in the U. S. state of Florida and the county seat of Miami-Dade County in South Florida. It is the core of the Miami metropolitan area, which, with a population of 6. 14 million, is the second-largest metropolitan area in the Southeast after Atlanta, and the ninth-largest in the United States.
Our 401(k) Rollover Planning Approach
We collaborate closely with retiring and transitioning endodontists to:
Coordinate rollovers after a practice sale
Maximize Roth conversion windows for long-term advantages
Identify and eliminate unnecessary holdings
Steer clear of commission-driven rollover products
Every client works directly with M. Chad Holland, CFA®, CFP®. The planning process is conflict-free and customized to fit your professional timeline.
Why Endodontists in Miami Work with us
We serve endodontists across Florida and nationwide. Common situations include:
Exiting or scaling back from clinical practice
Finalizing a practice sale
Pursuing a consolidated, tax-efficient retirement plan
If you're ready to simplify and take control, we're here to assist.
What to Expect from Your Clarity Call
In your complimentary call, we will:
Review all your current retirement and brokerage accounts
Create a tailored 401(k) rollover timeline aligned with your goals
Discuss tax-aware strategies for your transition into retirement
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Miami, 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