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Houston financial advisors

Turning Plans into Lasting Prosperity

McLane Advisors safeguards retirements, boosts returns, and reduces risk. Our expert strategies align with your goals for lasting financial security.

McLane Advisors Investment Services Divider

Texas Municipal Retirement System / Prior Lump Sum Distribution Rollover

At McLane Advisors, our Houston financial advisors expertly guide Texas Municipal Retirement System / Prior Lump Sum Distribution rollovers, ensuring seamless transitions to secure investments. We optimize your pension benefits with tailored strategies, minimizing risk and maximizing returns for a stable financial future aligned with your retirement goals.

Safe Harbor 401(k) Plans

We design Safe Harbor 401(k) plans to enhance employee benefits while ensuring compliance. We craft customized solutions that promote tax advantages, secure savings, and long-term growth, tailored to your business and workforce needs for lasting financial success.

Retirement Planning

Our expert team provides comprehensive retirement planning, creating personalized strategies to secure your financial future. We align investments with your goals, adapting to market changes to ensure stability, growth, and peace of mind for your retirement.

401(k) and 403(b) Rollovers

As your expert Houston financial advisors, we streamline 401(k) and 403(b) rollovers, preserving your savings’ tax advantages. Our strategic approach ensures your funds are reinvested wisely, minimizing risk and aligning with your long-term financial goals for a secure retirement.

Contributory Individual Retirement Accounts (IRAs)

Our team crafts contributory IRA plans to boost your retirement savings. We optimize tax-advantaged contributions, aligning investments with your goals to ensure steady growth, reduced risk, and a secure financial future tailored to your unique needs.

Brokerage Account

We offer tailored brokerage accounts to diversify your investments. With active management and market insights, we align your portfolio with your financial goals, ensuring flexibility, growth, and reduced risk for long-term wealth accumulation.

Police Retirement Planning

McLane Advisors specializes in police retirement planning, designing customized strategies to optimize pension benefits. We focus on secure investments and risk reduction, ensuring law enforcement professionals achieve lasting financial stability in retirement.

Firemen Retirement Planning

We create tailored retirement plans for firefighters, maximizing pension benefits and investment growth. Our strategies prioritize security and adaptability, ensuring a financially stable retirement that honors your service and meets your goals.

Municipal Workers Retirement Planning

McLane Advisors develops bespoke retirement plans for municipal workers, optimizing benefits and minimizing risk. Our disciplined strategies ensure your pension and investments align with your goals for a secure and prosperous retirement.

City & Elected Officials Retirement Planning

Our Houston financial advisors provide specialized retirement planning for city and elected officials, crafting strategies to secure pensions and investments. We focus on long-term stability and growth, ensuring your financial future aligns with your unique responsibilities and goals.

Public Works Employees Retirement Planning

We offer tailored retirement planning for public works employees, optimizing pensions and investments. Our strategic approach ensures financial security, adapting to market changes to deliver stable, long-term growth for your retirement.

Parks & Recreation Staff Retirement Planning

We specialize in designing customized retirement plans for parks and recreation staff, securing pensions and promoting growth. Our expert strategies reduce risk and align with your goals, ensuring a financially stable and rewarding retirement.

    Secure Your Financial Future with McLane Advisors

    At McLane Advisors, you can count on our team of Houston financial advisors to combine strategic wealth management, integrity-driven advice, and decades of expertise to deliver superior financial outcomes. Our client-first approach ensures your investments are secure and aligned with your goals. Call now for a personalized consultation.

    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.