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Houston Financial Resources

Secure Your Financial Future with Proficient Resources

Navigating finances can be overwhelming, but McLane Advisors is here to help. Our Houston financial resources provide insights into savings, retirement, taxation, and more—empowering you to make informed decisions and secure your financial future with confidence.

McLane Advisors Investment Services Divider

Retirement

Plan for a secure future with expert guidance on Houston retirement strategies. Learn how inflation, savings, and Social Security affect your retirement income and how to make every dollar count.

  • How does inflation impact my retirement income needs?
  • Convert discretionary expenses to savings

    Savings

    Achieve your savings goals with expert tools. Calculate how long it takes to double your money, determine the impact of inflation and taxes, and create a strategy to reach financial milestones faster.

    • How long will it take to double my money?
    • How long until my savings reach my goal?
    • Save now vs. save later
    • How much should I save to reach my goal?
    • What will my current savings grow to?
    • How do taxes and inflation impact my return?

      Insurance

      Protect your family’s future with key insights on life expectancy, disability risks, and annuities. See how long your current life insurance proceeds could last and plan accordingly.

      • What is my life expectancy?
      • How much will I earn in my lifetime?
      • What are the tax advantages of an annuity?
      • How long will my current life insurance proceeds last?

      Taxation

      Take control of your taxes with our resources. Learn about self-employment taxes, federal income tax calculations, tax refunds, and tax-equivalent yields to optimize financial planning.

      • How much self-employment tax will I pay?
      • What is my tax-equivalent yield?
      • Tax refund estimator
      • Tax freedom day

        Home & Mortgage

        Make informed homeownership decisions. Discover the impact of bi-weekly payments, tax savings, and mortgage comparisons, helping you create a plan that works for your financial future.

        • What are the tax savings generated by my mortgage?
        • Compare an interest-only versus traditional mortgage

        College

        Plan for education expenses with McLane Advisors’ tailored savings strategies, reducing student debt and securing your child’s future.

        • Advantages of the Coverdell ESA.
        • Advantages of a 529 College Savings Plan
        • What is the value of a college education?
        • What are the payments on a parental (PLUS) loan?

          Cash Flow

          Manage your finances wisely by understanding debt repayment vs. investing, historical inflation trends, and long-term financial sustainability to maintain financial stability.

          • Should I pay down debt or invest more?
          • How long will my money last?
          • Historical inflation - Compare purchasing power

          Credit

          Gain control of your credit with tools to estimate loan payoff timelines, credit card repayment, and the impact of extra payments to make smarter borrowing decisions.

          • How long will it take to pay off my credit card(s)?
          • How long until my loan is paid off?
          • What would my loan payments be?
          • Which is better, cash up front or payments over time?
          • What is the impact of making extra debt payments?
          • Should I pay off debts or invest the money?

          FINRA Calculators

          Access FINRA financial tools, including bond interest, college savings, and retirement calculators, to gain deeper insights into your financial future.

            Link Disclosure

            The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website.

            McLane Advisors is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

            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

            MONTGOMERY
            18001 Hwy 105 W, Suite 108
            Montgomery, TX 77356

            TOMBALL
            14015 Park Dr, Suite 111
            Tomball, TX 77377

            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.