McLane Advisors

McLane Advisors is a full-service financial firm offering a wide range of financial tools and services to individuals and business owners since 1954.

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Municipal Employees

McLane Advisors has extensive experience in helping municipal employees maximize their benefits. McLane Advisors' experience with public pensions began in 1954, and we are especially knowledgeable at helping those retiring from governmental entities. If you are a policeman, firefighter, or a city or county employee, don't leave benefits on the table. Put McLane Advisors' knowledge to work for you in maximizing your TMRS, ERS, TCDRS and TRS benefits. Call or email us for more information.

Rollovers and IRAs

McLane Advisors has helped participants in private pension plans and 401k participants of all varieties, including employees of ExxonMobil, Shell Oil, Xcel Energy, HP and Southwest Airlines. We specialize in 401k and 403(b) rollovers, IRA transfers, and Section 457 Plans (Deferred Compensation). Call us or email one of our representatives to find out more.

Retirement Analysis

One of our most popular tools is our Retirement Analysis. This analysis is designed to help our clients during their retirement planning. You can view a sample Retirement Analysis by clicking on the link above.

McLane Advisors is located in Tomball, Texas northwest of the greater Houston area and serves clients in over 100 cities throughout Texas and in over 17 states.

Chad McLane, Matt McLane, York McLane, Frank McLane, Daniel Ure, Jim Schulmire, and Todd McLane are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. McLane Advisors is not affiliated with USA Financial Securities.

Chad McLane, Matt McLane, York McLane, Frank McLane, Daniel Ure, Jim Schulmire, and Todd McLane are authorized to transact securities related business and investment advisory services only in states where they are properly registered.

For investment products and services these states include:
Chad- AR; CA; CO; FL; GA; IA; ID; IL; LA; MD; MS; NC; NM; OK; PA; SC; TN; TX; UT; WA; WV
Matt- ID; TX
York- ID; TX
Frank- AZ,CA, FL, IN, KY, LA, MO, NM, NV, OK, TN, TX, UT
Daniel- AZ; CA; CO; GA; IL; LA; MS; NC; NJ; NM; OH; OK; SC; TN; TX; UT; VA; WA; WV
Jim- CA, NV, TN, TX
Todd- TX

For investment advisory services theses states include:
Chad- AR; CA; CO; FL; GA; IA; IL; LA; MD; MS; NC; NM; OK; PA; SC; TX; UT; WA; WV
Matt- AZ; FL; ID; TX
York- AZ, FL, ID, TX
Frank- CA, FL, IN, KY, LA, NM, TX
Daniel- AR; AZ; CA; CO; ID; LA; NC; NJ; OH; SC; TX; UT; VA; WA; WI; WV
Jim- TX
Todd- TX

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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Contact Info

Chad McLane, Matt McLane, York McLane, Frank McLane, Daniel Ure, Jim Schulmire, and Todd McLane are authorized to transact securities related business and investment advisory services only in states where they are properly registered.

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.