401(k)/Wealth Management

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Hollander & Lone, LLC, offers personal and business financial planning services, including wealth and investment management, individual and group retirement planning, and group disability and life plans.

  • Are you confident about your financial future?
  • Are you financially prepared if you can no longer practice medicine?
  • Does your spending reflect your values? Do you and your spouse agree on spending?
  • Do you wonder if you'll have enough for retirement?
  • What impact do you envision having in your children and grandchildren's future?

Hollander & Lone has been working with physicians and medical practices for nearly 30 years and understands the unique obstacles and risks you face in your career and on your path to financial freedom. Their team can help by focusing on comprehensively building and managing your financial world so you can enjoy life to the fullest. Hollander & Lone works with physicians in all chapters of their journey, from residency to retirement and beyond. Their experienced team can help you navigate even your most complex financial circumstances, whether personally or in your practice.

Hollander & Lone offers independent, fee-based services to TPA members at a preferred rate. Areas of focus include but are not limited to:

Wealth Management & Financial Planning for Doctors (Click for video)

  • Wealth Accumulation & Protection Strategies
  • Loss Prevention & Insurance Planning
  • Debt Management, Student Loan Repayment Alternatives
  • Top Tax Bracket Roth IRAs & Maximizing Retirement Savings
  • Alternatives to Traditional Retirement
  • Estate Creation & Maintenance, Wealth Transfer
  • Education Planning & Gifting

Investment & Advisory Services

  • Independent Market & Economic Analysis
  • Individualized Portfolio Creation & Oversight
  • Active & Passive Investing Techniques
  • Risk Management
  • Managing Tax Burdens

In Your Career & Practice

  • Making the Most of Your Employer Benefits
  • Retaining Autonomy in Independent Practices
  • Cash-Balance Retirement Plans, 401k, & Other Custom Designed Group Plans
  • Benchmarking, Analysis, & Review of Existing Plans
  • Preferred-Rate Group Disability & Life Policies
  • Employee Education & Advisor Access

Hollander & Lone offers a complimentary, no-obligation consultation for all TPA members, including a second opinion on your individual or practice's financial health. For more information, please contact Dan Hollander, JD, AIF, CFS, at (248) 485.8111 or at This email address is being protected from spambots. You need JavaScript enabled to view it..

Securities & Advisory Services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC. The Physician Alliance & LPL Financial are separate entities. Click here for the list of states Dan is registered to do business.