Financial Planning That Respects Your Career Complexity
Most orthodontists approaching retirement are managing old 401(k)s, SEP IRAs, and practice-related accounts — often spread across different institutions. Without proper coordination, this causes tax inefficiencies, missed planning opportunities, and added complexity during a major life change.
We help orthodontists in Sunrise:
- Plan and execute rollovers around practice transitions
- Assess Roth conversion opportunities during low-income years
- Consolidate accounts tax-efficiently
- Avoid product-driven traps from commission-based firms
About Holland Capital Management in Sunrise, 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 Sunrise, Florida
Sunrise
Sunrise is a city in central-western Broward County, Florida, United States, and is a principal city of the Miami metropolitan area. The population was 97,335 at the time of the 2020 census. In 1960, Iowa-born developer Norman Johnson paid $9 million for 2,650 acres of land in southwestern Broward County.
Why Orthodontists in Sunrise, FL Work with Us
Selling or transitioning from private practice
Working fewer days per week
Seeking a simplified and tax-aware retirement plan
What You’ll Gain
An overview of your current retirement accounts
A rollover strategy tailored to your practice needs
Tax-aware insights from a fiduciary, not a salesperson
Book Your Free Clarity Call
We collaborate with orthodontists nationwide to prevent rollover mistakes and ensure a smooth, purposeful transition.
Schedule your introductory conversation today
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Location
Sunrise, 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