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Your Trusted Financial Resource

Explore key financial topics where our adept Houston financial advisor can guide you. From retirement planning to cash flow management, we help you safely achieve your retirement goals.

McLane Advisors Investment Services Divider

Retirement

Secure your future with McLane Advisors’ proactive strategies to grow savings, manage risks, and ensure a financially confident retirement.

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

    Savings

    McLane Advisors helps you build a solid financial foundation with smart savings strategies designed to achieve your short- and long-term goals.

    • 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 assets and loved ones with tailored insurance solutions from McLane Advisors, ensuring financial security for the future.

      • 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

      McLane Advisors provides expert tax guidance to help you minimize liabilities, maximize savings, and make informed financial decisions.

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

        Home & Mortgage

        Make confident homeownership decisions with McLane Advisors’ expert mortgage advice, financing strategies, and long-term financial planning.

        • 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

          Optimize your financial health with McLane Advisors’ customized budgeting and cash flow strategies to maintain stability and growth.

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

          Credit

          Strengthen your financial future with McLane Advisors’ expert credit-building strategies for long-term financial success and security.

          • 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

          Use McLane Advisors’ recommended FINRA tools to analyze, strategize, and plan your financial future with confidence and precision.

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            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.

            We focus on your Financial Growth

            McLane Advisors: Trusted Texas financial advisors with decades of expertise in wealth management, retirement planning, and investment strategies. Safeguard your future with personalized solutions.

            McLane Advisors Investment Services

            McLane Advisors: Trusted Texas financial advisors for three generations, providing tailored strategies for financial security in Texas and 23 other states.

            Address

            Phone Number

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

            Frank, Matt and York McLane
            Phone: (888) 357-0804
            Local: (281) 357-0800
            Fax: (877) 376-0280

            Jim Schulmire
            Phone: (888) 357-0804
            Local: (281) 357-0800
            Fax: (877) 376-0280

            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.