Surgical Precision Should Extend to Your Retirement Plan
If you are a general surgeon in Wesley Chapel, you might be nearing retirement with assets spread across hospital systems, private practices, and locum work. Without a clear, tax-smart plan, these assets can become inefficient and scattered.
At Holland Capital Management, we assist surgeons in consolidating and coordinating 401(k)s, 403(b)s, and SEP IRAs into a unified, goal-oriented plan. Our advice is fiduciary, fee-only, and designed for physicians going through significant career changes.
About Holland Capital Management in Wesley Chapel, FL
Holland Capital Management is led by M. Chad Holland, CFA®, CFP®, and serves physicians nationwide. With offices in Charlotte, NC, and Winter Park, FL, we provide integrated retirement and investment guidance tailored to surgical professionals.
M. Chad Holland CFA, CFP®
About Wesley Chapel, Florida
Wesley Chapel
Wesley Chapel is a census-designated place in Pasco County, Florida, United States. The population was 64,866 at the 2020 census. It is a suburb in the Tampa Bay area. Wesley Chapel originated in the mid-1800s as a cohesive community of settlers.
Our 401(k) Rollover Planning Approach
We work with general surgeons to:
Consolidate legacy hospital and group retirement accounts
Map out Roth conversion timing and tax strategy
Coordinate withdrawals and income planning as retirement nears
Avoid product-driven mistakes and unnecessary complexity
Every client works directly with M. Chad Holland, CFA®, CFP®. The planning process is personal, conflict-free, and grounded in experience.
Why General Surgeons in Wesley Chapel Work with us
We serve general surgeons across Florida and the U.S. who are:
Reducing clinical hours or exiting the OR
Consolidating plans from group and hospital employment
Seeking a simpler, tax-optimized retirement structure
If that sounds like your situation, we would be glad to help.
What to Expect from Your Clarity Call
During your free call, we will:
Review your 401(k), 403(b), and SEP IRA setup
Explore Roth and rollover options suited to your timeline
Talk about possible next steps for income planning and risk management
Disclosures
This page is for informational purposes only and does not constitute investment advice. All investing involves risk.
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Location
Wesley Chapel, 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