Bring the Same Precision to Your Retirement Plan as You Do to Patient Care
If you are a gastroenterologist in The Villages 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 The Villages, FL
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 The Villages, Florida
The Villages
The Villages is a census-designated place (CDP) in Sumter, Marion, and Lake counties in the U. S. state of Florida. It forms the core of a broader master-planned, age-restricted community of the same name. Located in central Florida, approximately 20 miles (32 km) south of Ocala and 45 miles (72 km) northwest of Orlando, the CDP had a population of 79,077 at the 2020 United States census.
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 The Villages Work with us
We serve GI physicians across Florida 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
The Villages, 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