Retirement Planning That Honors the Practice You’ve Built
After years of building a successful specialty practice, many periodontists in Weston find themselves managing a complex mix of 401(k) plans, SEP IRAs, and brokerage accounts — often without a coordinated plan.
We help dental specialists bring order and purpose to the transition out of practice:
- Align rollovers with your practice exit or transition plan
- Evaluate Roth conversion opportunities during low-income years
- Eliminate account overlap and inefficiencies
- Avoid product-driven advice from commission-based firms
About Holland Capital Management in Weston, 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 Weston, Florida
Weston
Weston is a master-planned city in Broward County, Florida, United States. The population was 68,107 at the time of the 2020 census. Located just west of Fort Lauderdale and 31 miles (50 km) to the northwest of Miami, the City of Weston is within the Miami metropolitan area.
Why Periodontists in Weston, FL Work with Us
We serve dental specialists nationwide who are:
Selling or winding down a private practice
Transitioning into semi-retirement or consulting
Seeking a cleaner, more tax-aware income plan
What You’ll Gain
A coordinated plan across all retirement accounts
Tax-aware timing of withdrawals and conversions
Confidence and control as you exit clinical work
Book Your Free Clarity Call
We work with periodontists nationwide to prevent rollover missteps and simplify their financial lives.
Let’s have a quick, no-pressure chat to understand your current setup and where you’re heading next.
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Location
Weston, 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