Simplify Your Retirement Accounts with a Fiduciary Plan
If you are a dentist in Phenix City, AL and are preparing to sell your practice, reduce your clinical schedule, or gain clarity around your finances, a thoughtful 401(k) rollover strategy can make all the difference.
At Holland Capital Management, we help dentists coordinate retirement accounts, minimize tax exposure, and build income strategies that align with their goals. We are a fiduciary, fee-only firm offering planning-first guidance, not product sales.
About Holland Capital Management in Phenix City, AL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management is a fiduciary, fee-only advisory firm that serves high-income professionals nationwide. From offices in Charlotte, NC, and Winter Park, FL, we deliver comprehensive retirement, tax, and investment planning tailored to the needs of dentists and other medical professionals.
M. Chad Holland CFA, CFP®
About Phenix City, Alabama
Phenix City
Phenix City is a city in Lee and Russell counties in the U. S. state of Alabama, and the county seat of Russell County. As of the 2020 census, the population of the city was 38,817. Phenix City lies immediately west across the Chattahoochee River from Columbus, Georgia and observes Eastern Time on a de facto basis (in contrast to the rest of Alabama, which observes Central Time) due to Phenix City's strong economic ties to Columbus.
Our 401(k) Rollover Planning Approach
We specialize in helping dentists before and after practice transitions. Our process includes:
Coordinating rollovers from SEP IRAs, Solo 401(k)s, and old employer plans
Timing analysis for practice sale proceeds and Roth conversion windows
Tax-efficient account consolidation
Avoidance of commission-based products or proprietary fund traps
You will work directly with M. Chad Holland, CFA®, CFP®, ensuring each decision supports your long-term success.
Why Dentists in Phenix City Work with us
We serve dentists across Alabama and nationwide. Many of our clients are:
Selling a solo or group practice
Scaling back from full-time clinical work
Looking for a clearer, more coordinated financial picture
If that sounds like your situation, we are here to help.
What to Expect from Your Clarity Call
In your complimentary call, we will:
Review all existing retirement accounts and their tax roles
Provide timing recommendations for asset sales and income strategy
Share tax-aware rollover ideas with no sales pressure
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Phenix City, 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