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Houston 401K and 403B Rollovers

Transfer with Purpose. Plan with Confidence.

McLane Advisors streamlines rollover transitions with experienced, step-by-step guidance on 401K, 457K, 403B and all other eligible plans for rollovers. We make the process easier while helping you our clients all over Texas manage their savings. With expert support, their rollover becomes an opportunity to optimize their future.
McLane Advisors streamlines rollover transitions with experienced, step-by-step guidance on 401K, 457K, 403B and all other eligible plans for rollovers. We make the process easier while helping you our clients all over Texas manage their savings.
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McLane Advisors Retirement Success

Understanding Your Rollover Options

A rollover is the process of moving retirement funds from a previous employer's 401K, 457K, 403B and all other eligible plans into a new retirement account, like an IRA, without incurring taxes or penalties. This transition allows you to consolidate savings, maintain tax-deferred growth, and gain more control over your investment strategy. McLane ensures your rollover is managed with precision and that your retirement stays on track.
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Smart Rollover Guidance, Real Financial Value

When you choose McLane Advisors for your Houston 401K, 457, 403B and all eligible plans for rollovers, you gain a trusted partner who brings clarity to every step. We help clients from all of Texas make informed rollover decisions with strategies built on decades of experience. What seems complex becomes a confident, empowered step toward long-term financial security.

Tax-Smart Transfers

Our advisors help you avoid tax penalties and ensure a direct rollover structure that keeps your savings intact and growing tax-deferred.

Simplified Process

We handle the rollover details from start to finish—avoiding paperwork errors and ensuring smooth coordination between old and new custodians.

Consolidated Retirement Accounts

Combine multiple accounts into one strategy for easier tracking, reduced fees, and better alignment with your overall retirement plan.

No Hidden Commissions

As independent advisors, we recommend what's best for you—not products that benefit us. Every move is made with your best interest at heart.

Seamless Transition Support

Whether you’re changing jobs, retiring, or consolidating accounts, we offer one-on-one support so you always know what comes next.

Seamless Contribution Tracking

Avoid overfunding and penalties with our support team monitoring contribution limits, catch-up eligibility, and deadlines each year.

Long-Term Planning Integration

Your rollover doesn’t exist in isolation. We fold it into your broader financial plan—connecting retirement income, tax strategy, and legacy planning.
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    Houston 401K and 403B Rollovers, Done Right

    At McLane Advisors, we deliver the expertise and planning needed to complete your Houston 401k, 457, 403B (and all eligible plans) Rollover smoothly and strategically. We work closely with each Texas client to align their rollover with broader financial goals. Book a consultation today and put your retirement on the right track.
    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.