Bring the Same Precision to Your Retirement Plan as You Do to Patient Care
If you are a gastroenterologist in Montgomery approaching retirement with accounts scattered across hospital 403(b)s, private group 401(k)s, and SEP IRAs from consulting work, now is the time to coordinate those assets into a transparent and tax-efficient strategy.
At Holland Capital Management, we work with GI physicians to consolidate, simplify, and align their rollover plans with their long-term personal and financial goals. Our process is fiduciary, fee-only, and guided by extensive experience in physician transitions.
About Holland Capital Management in Montgomery, AL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management is a fiduciary, fee-only advisory firm serving physicians and high-income professionals across the United States. We operate from offices in Charlotte, NC, and Winter Park, FL, and focus on personalized retirement and tax planning.
M. Chad Holland CFA, CFP®
About Montgomery, Alabama
Montgomery
Montgomery is the capital city of the U. S. state of Alabama. Named for Continental Army Major General Richard Montgomery, it stands beside the Alabama River on the Gulf Coastal Plain. The population was 200,603 at the 2020 census. It is the third-most populous city in the state, after Huntsville and Birmingham, and the 133rd-most populous in the United States.
Our 401(k) Rollover Planning Approach
We help gastroenterologists:
Consolidate retirement assets across hospital, practice, and consulting income
Optimize Roth conversion timing based on income phaseouts and future tax brackets
Eliminate commission-based rollover traps and reduce redundant account exposure
You will work directly with M. Chad Holland, CFA®, CFP®. Your strategy is built for clarity, not commissions.
Why Gastroenterologists in Montgomery Work with us
We serve GI physicians across Alabama and nationwide who are:
Finalizing a shift in their clinical activity
Transitioning out of partnerships or hospital roles
Looking to streamline and improve fragmented retirement plans
If that sounds like you, we are here to help.
What to Expect from Your Clarity Call
In your complimentary call, we will:
Review your retirement accounts across multiple systems and plan types
Outline tax-aware rollover and Roth conversion strategies
Identify actions to take before enrolling in Medicare or claiming Social Security
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Montgomery, AL - 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