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Houston Retirement Planning

Personalized Retirement Planning in Houston

Personalized retirement strategies for individuals in Houston. McLane Advisors helps you secure your financial future with expert guidance and individually catered solutions.

McLane Advisors Investment Services Divider

We Have Extensive Working Experience with Exceptional Individuals

Drawing on decades of experience, we design tailored financial plans for self-employed individuals, retirees, and affluent clients, guiding them towards enduring financial freedom.

McLane Advisors Investment Services Divider

Individuals We Work With

At McLane Advisors, we work with a diverse range of clients, from self-employed professionals to retirees and high-net-worth individuals. Whether you need to set up a 401(k), explore pension options, or minimize tax burdens, our expert advisors craft tailored strategies to help you achieve financial stability.

McLane Advisors Personalized Financial Solutions for Clients

Personalized Financial Solutions for Every Individual

Our independent, client-first approach ensures that every financial plan is customized to your needs. We provide comprehensive retirement solutions, investment strategies, and tax-efficient planning to help you build wealth, reduce risks, and secure your future—all with the personalized service and attention you deserve.

McLane Advisors with clients

Why Work with McLane Advisors

With over 65 years of experience, McLane Advisors has earned the trust of municipal employees, business owners, and individuals across Texas and beyond. Managing pensions for over 32,000 police officers, we bring proven expertise and integrity to every financial decision, ensuring our clients’ long-term security.

McLane Advisors Clients

Decades of Experience, A Legacy of Trust

As independent investment advisors, we provide unbiased financial guidance free from proprietary product restrictions. Our disciplined approach helps clients protect investments, maximize returns, and reduce tax burdens, making McLane Advisors the trusted choice for securing financial futures across generations.

McLane Advisors Investment Services Divider

Tailored Retirement Planning, Financially Secured Futures

McLane Advisors offers expert Houston retirement planning, strategic investment solutions, and tax-efficient strategies designed to help you secure your financial future. Our customized approach ensures you maximize returns, minimize risk, and build long-term financial stability with confidence and peace of mind.

McLane Advisors TMRS/Partial Lump Sum Distribution Rollover

Seamless Texas Municipal Retirement System or Partial Lump Sum Distribution rollover assistance to help you maximize retirement savings, minimize risks, and ensure a smooth financial transition.

McLane Advisors Safe Harbor 401K Plans

Custom Safe Harbor 401K plans designed to provide tax advantages, protect assets, and create long-term financial security for business owners.

McLane Advisors Retirement Planning

Tailored retirement strategies to help you grow wealth, minimize risk, and achieve long-term financial stability with confidence.

McLane Advisors 401K and 403B Rollovers

Hassle-free 401K and 403B rollovers that protect retirement funds, optimize investments, and ensure smooth account transitions.

McLane Advisors Brokerage Account

Flexible fee-based advisory accounts offering diversified investment options to help you grow and protect your financial future.

McLane Advisors Contributory IRAS

Maximize retirement savings with tax-advantaged Contributory IRAs, designed to build long-term wealth and financial security.

McLane Advisors's Promise

Secure your financial future with customized strategies from expert Houston retirement planning advisors. Count on disciplined guidance and integrity to maximize returns and minimize risks.

McLane Advisors Investment Services

A trusted name in Montgomery for three generations, offering expertly tailored Houston pension planning to ensure security for clients across Texas and 23 other states.

Address

Phone Number

Todd and Chad McLane
Phone: (800) 204-6020
Local: (281) 357-0874
Fax: (888) 326-6292

Social Media

Hours of Operation

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2:00pm
Saturday CLOSED
Sunday CLOSED

Securities and advisory services offered through Centaurus Financial, Inc.  Member of FINRA http://www.finra.org/index.htm and SIPC http://www.sipc.org/.  A Registered Investment Advisor. Supervisory office: 540 Fort Evans Rd NE, STE. 200 Leesburg, VA 20176, 714-456-1790. McLane Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in TX,AL,AR,AZ,CA,CO,FL,GA,IA,ID,LA,MD,MO,MS,NC,NM,OH,OK,OR,PA,SC,TN,TX,UT,VA,WA,WI,WV.

Securities and advisory services offered through Centaurus Financial, Inc.  Member of FINRA http://www.finra.org/index.htm and SIPC http://www.sipc.org/.  A Registered Investment Advisor. Supervisory office: 540 Fort Evans Rd NE, STE. 200 Leesburg, VA 20176, 714-456-1790. McLane Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in TX,AL,AR,AZ,CA,CO,FL,GA,IA,ID,LA,MD,
MO,MS,NC,NM,OH,OK,OR,PA,SC,TN,TX,
UT,VA,WA,WI,WV.