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Houston retirement planning

Build a Confident Future, One Smart Decision at a Time

McLane Advisors empowers clients from all of Houston to build a strong retirement through forward-thinking strategies that reduce risk and create stability. With customized Houston retirement planning, we ensure every decision aligns with your financial goals, lifestyle needs, and long-term vision for the future.
McLane Advisors empowers clients from all of Houston to build a strong retirement through forward-thinking strategies that reduce risk and create stability. With customized Houston retirement planning, we ensure every decision aligns with your financial goals, lifestyle needs, and long-term vision for the future.
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McLane Advisors Retirement Success

Why a Plan Today Matters Tomorrow

Retirement is built over time. Without strategic Houston retirement planning, you may face savings shortfalls, unpredictable healthcare costs, or tax burdens that erode your income. Many individuals delay planning, unsure of where to start or how much they need. McLane Advisors brings clarity, structure, and expert guidance to help clients from all of Houston to take control of their financial future.
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Real Benefits, Long-Term Peace of Mind

Houston retirement planning with McLane Advisors means more than saving, it’s about building a secure, purposeful future for our clients in Houston through smart, personalized strategies.

Personalized Retirement Roadmaps

Every retirement plan is uniquely designed around your goals, income, risk tolerance, and timeline—so you always know where you’re headed and how to get there.

Inflation-Protected Growth Strategies

We help you build a portfolio that keeps up with rising costs, using diversified strategies to protect your purchasing power long after you stop working.

Tax-Efficient Retirement Income

Our planning reduces the tax impact on your retirement income, using tools like Roth conversions, tax-loss harvesting, and smart withdrawal sequencing.

Social Security Optimization

We’ll help you choose the best time and strategy to claim benefits—maximizing your Social Security income over your lifetime.

Healthcare & Long-Term Care Planning

Retirement planning isn’t just about money—it’s about protecting your lifestyle. We prepare you for healthcare expenses so your finances stay on track.

Legacy & Estate Strategies

Preserve your wealth and ensure your wishes are honored with structured estate plans that align with your financial and family goals.

Confidence & Ongoing Support

You’re never alone in this process. With McLane Advisors, you get proactive reviews, updates, and expert support at every stage of retirement.

    What My Investment Could Be Worth?

    This growth projection is based on a $65,000 seed with annual contributions of $6,500 and a 7% annual return. Based on your time horizon, your seed fund could be worth $200K in year 10 or almost $500K by year 20, generating a yearly interest of $14k or $35k, respectively.

    In addition to pension proceeds, savings, and other sources of income, this projection shows how proactive planning can turn regular contributions into a substantial retirement fund.
    Year Start Balance Total Contribution End Balance Annual Interest Earned Total Interest Earned
    1 $65,000 $71,500 $75,075 $3,575 $3,575
    5 $114,330 $97,500 $129,288 $8,458 $31,788
    10 $200,350 $130,000 $221,329 $14,479 $91,329
    15 $320,997 $162,500 $350,422 $22,925 $187,922
    20 $490,212 $195,000 $531,482 $34,770 $336,482
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    Houston Retirement Planning You Can Rely On

    Secure your future with McLane Advisors’ trusted Houston retirement planning services. We tailor every strategy to our Houston clients’ goals with transparency, care, and decades of expertise. Book your appointment now.
    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

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    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.