Financial Planning That Respects Your Lifetime of Service
After years of clinical practice, pediatricians in Soddy-Daisy face a common challenge: coordinating scattered retirement accounts, reducing tax risk, and planning for income flexibility.
We help pediatricians in Soddy-Daisy:
- Consolidate accounts across hospital systems and group practices
- Optimize Roth conversion windows during income transitions
- Avoid commission-driven rollover products
About Holland Capital Management in Soddy-Daisy, TN
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 Soddy-Daisy, Tennessee
Soddy-Daisy
Soddy-Daisy is a city in Hamilton County, Tennessee, United States. The population was 13,070 at the 2020 census and estimated to be 13,619 in 2022. The city was formed in 1969 when the communities of Soddy (to the north) and Daisy (to the south), along with nearby developed areas along U.
Why Pediatricians in Soddy-Daisy, TN Work with Us
Fiduciary-only guidance
Independent, strategy-first planning
Led by a CFA®, CFP® — not a sales team
What You’ll Gain
Clarity across your 401(k)s, 403(b)s, and other retirement accounts
A step-by-step plan for retirement income
Help managing tax exposure and Medicare timing
Book Your Free Clarity Call
We work with pediatricians across the country to prevent rollover missteps and facilitate a smooth transition with purpose.
Schedule your introductory conversation today
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Location
Soddy-Daisy, TN - 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