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Option Advisory Service in Houston, TX

Precision Moves for Long-Term Wins

Options combined with expert strategy from McLane Advisors can take your investing further, but only with expert strategy. McLane Advisors provides Houston clients disciplined, research-driven guidance that aligns each trade with your goals. Our Option Advisory Service in Houston, TX puts clarity and control in your corner with help from a trusted financial advisor.

Options combined with expert strategy from McLane Advisors can take your investing further, but only with expert strategy. McLane Advisors provides Houston clients disciplined, research-driven guidance that aligns each trade with your goals.
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Powerful Tools for Focused Investors

Options offer more than leverage, they offer precision. Whether you’re hedging market risk, generating premium income, or making directional plays, options give you tools to act purposefully. The right structure helps protect your portfolio while unlocking targeted growth opportunities tailored to your vision and broader retirement planning.

McLane Advisors Retirement Success

Designed for the Strategic Investor

The Option Advisory service in Houston, TX of McLane Advisors is ideal for investors who already hold equity portfolios and want to introduce options for thoughtful diversification. Whether individuals are new to options or looking to refine existing strategies, McLane Advisors tailors every financial planner recommendation to fit your risk, style, and objectives.

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Growth-Focused Investors

This is for investors looking to build long-term wealth and want to enhance portfolio growth with strategic exposure to bullish moves from a financial advisor.

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Risk-Conscious Professionals

Perfect for risk-averse professionals that want to manage downside with protective strategies that buffer their holdings against volatility and downturns through retirement planning.

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Income-Oriented Planners

Ideal for planners seeking regular cash flow through options like covered calls or cash-secured puts with support from a retirement planner.

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Active Traders Seeking Structure

Best for experienced traders that want a disciplined framework backed by research, expertise, and financial planner guidance.

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Equity Holders with Idle Capital

Optimal for equity holders seeking to earn from their stock positions through conservative, high probability trades with a financial advisor.

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Master the Fundamentals First

Our Option Advisory Service in Houston, TX focuses on time-tested strategies; not risky speculation. Whether it’s generating income or hedging risk, each recommendation is designed with clarity and discipline. We align your trades with your broader plan to create meaningful results without unnecessary complexity, including retirement planning goals.

Covered Calls

Earn premium income by selling calls against stocks you already own—ideal for generating steady returns with financial planner insight.

Cash-Secured Puts

Get paid while waiting to buy stocks at your target price, with cash on hand to support the position and a financial advisor.

Vertical Spreads

Use directional spreads to limit risk while participating in bullish or bearish moves with defined outcomes and retirement planner support.

Protective Collars

Lock in gains or protect against downside using a put-call combination that keeps your investment plan and retirement planning intact.

LEAPS & Long-Term Calls

Strategically gain exposure to high-conviction positions over extended periods with lower capital investment and financial planner near me guidance.

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    ITM (In the Money) Covered Calls
    Earn premium income by selling calls against stocks you already own, ideal for generating steady returns.
    Category Traditional Allocation ITM Covered Calls
    Cost Using Mutual Funds with average expense of 0.75% Single issue stocks have no fees allowing for reduction in cost
    Returns Needs underlying asset to increase for return Flat or slightly declining asset still provide positive return
    Protection Limited as a result of complete exposure to underlying assets Downside protection resets approximately every three months
    Liquidity May fluctuate within predefined ranges 100% liquid
    Strategy Highlights • Level 0 trading required
    • DCA (Dollar Cost Average) approach purchased weekly
    • “Buy-Write” strategy used and block-traded
    • Variable DTEs (Days to Expiration)
    • Typically no Fund Fees
    • Net premium kept if stock is flat
    • Dividends received as well
    Objectives • Average Beta around 1.000
    • Diversified sectors
    • Reset protection on a quarterly basis
    • Average net premiums over 1.5% per month
    Stock Options
    Stock options provide the right to buy or sell a stock at a specific price within a set timeframe, acting as a market contract that can sometimes be entered with less upfront money.
    Strategy Highlights • Diversification amongst various sectors
    • Provide income and partial protection against market
    • 1.5% annual management fee
    • Minimum account size required
    Why Investors Like Them • Ability to start with a small investment
    • Potential to protect existing stocks from market downturns
    • Opportunity to profit whether stock prices increase or decrease
    Buffer ETFs (Exchange-Traded Funds)
    Buffer ETFs cap upside gains but provide built-in downside protection, helping investors manage risk with confidence.
    Innovator Buffer ETF • Protection against first 9% losses on the S&P 500
    • Capped gains at 16.45%
    • 0.79% expense-ratio fee
    • If S&P 500 loses 12%, total loss to the investor is just 3% while the other 9% will be absorbed by the ETF’s built-in buffer.
    • Maximum upside available to investors is 15.66% (16.45% less expense-ratio fee).
    Power Buffer Strategy • Protection against losses up to 15%
    • Capped gains at 10.52%
    • 0.79% expense-ratio fee
    • If S&P 500 loses 18%, total loss to the investor is just 3% while the other 12% will be absorbed by the ETF’s built-in buffer.
    • Maximum upside available to investors is 9.73% (10.52% less expense-ratio fee).
    Ultra Buffer ETF • Range style buffer
    • Protection against losses greater than 5% but less than 35%
    • Capped gains at 10.52%
    • 0.79% expense-ratio fee
    Annuities
    Annuities offer guaranteed income, tax-deferred growth, and protection against outliving savings, making them a reliable option for long-term financial security and retirement planning.
    Strategy Highlights (Annuities) • Available with low to zero fees
    • Death benefits
    • Living benefits
    • Tax deferral on Non-Qualified money
    • Subject to holding period
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    McLane Advisors Retirement Success

    Built Around Your Investments

    Every investor’s situation is unique so every options plan should be too. At McLane Advisors, we analyze your portfolio, time horizon, and personal risk tolerance. From there, we craft a custom strategy where each trade plays a specific role in advancing your financial roadmap, not just chasing gains.

    If you are searching for a financial planner near me, our team can help you align options with your broader goals.

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    Trusted Guidance for Option Advisory Service in Houston, TX

    With deep technical knowledge and a client-first approach, McLane Advisors supports sophisticated investors from across the state. Our Option Advisory Service in Houston, TX transforms complexity into clarity. Ready to gain an edge in the market?

    Contact us today to start building smarter strategies around your goals with a financial advisor and financial planner near me.

     
    McLane Advisors Investment Services Divider

    Unlock Maximum 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.
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    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.