Financial Planning That Respects Your Lifetime of Service
After years of clinical practice, pediatricians in Winter Garden face a common challenge: coordinating scattered retirement accounts, reducing tax risk, and planning for income flexibility.
We help pediatricians in Winter Garden:
- 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 Winter Garden, 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 Winter Garden, Florida
Winter Garden
Winter Garden is a city in western Orange County, Florida, United States. Located 14 miles (23 km) west of Downtown Orlando, it is part of the Orlando metropolitan area. The population was 46,964 as of the 2020 census. The pre-European history of the modern Winter Garden area is ambiguous.
Why Pediatricians in Winter Garden, FL 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
Winter Garden, 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