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Retirement Planning Near Me in Montgomery TX

Retirement Planning Tailored for Small Businesses

Discover tailored retirement planning. We help small business owners secure financial futures for themselves, their teams, and their business success.

McLane Advisors supports the individuals who maintain Houston’s vital infrastructure. Our Houston public works employees retirement planning is tailored to protect your pension and strengthen your future. With decades of municipal retirement experience, we’re here to help you retire with confidence.
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We Have Extensive Working Experience with the Following Pension Systems

With decades of experience, we provide tailored financial strategies for clients in top pension systems, enhancing benefits and securing their financial future.

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McLane Advisors Police
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McLane Advisors Retirement Success

The Experts in Retirement Planning

With decades of experience, McLane Advisors specializes in strategic retirement planning tailored to your unique financial goals. Whether you're a municipal employee, business owner, or high-net-worth individual, we provide personalized solutions to maximize your benefits, secure your future, and ensure long-term financial stability.

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McLane Advisors Financial Guidance

A Data-Driven Approach to Retirement Success

Our team takes a comprehensive, data-driven approach to retirement planning, integrating tax-efficient strategies, investment diversification, and risk management techniques. By staying ahead of market trends and adapting to evolving financial landscapes, we help clients build, protect, and grow their retirement assets with confidence.

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McLane Advisors Clients

Why Work with McLane Advisors

As a trusted, independent investment advisor, McLane Advisors offers unbiased financial guidance free from proprietary product limitations. Managing pensions for over 32,000 police officers and serving clients across Texas, we bring a proven track record of success, integrity, and client-focused service to every financial decision you make.

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McLane Advisors Financial Guidance

Personalized Strategies for Long-Term Security

We prioritize long-term financial security, ensuring our clients receive personalized attention, expert-driven insights, and adaptable financial strategies. Whether you're navigating pension plans, setting up a 401(k), IRA, or defined benefit plan, our firm is committed to helping you make informed choices that support your financial well-being.

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Retirement Solutions for Small Businesses

McLane Advisors offers expert retirement planning in Montgomery, TX, along with investment strategies and tax-efficient solutions—customized to help small businesses grow, secure their future, and maximize financial success.

Texas Municipal Retirement System/Partial Lump Sum Distribution Rollover

Get expert assistance with Texas Municipal Retirement System/Partial Lump Sum Distribution rollovers to ensure a seamless transition and maximize your retirement savings potential.

Safe Harbor 401K Plans

Secure your business's future with Safe Harbor 401K plans, offering tax benefits and simplified compliance for both employers and employees.

Retirement Planning

Plan for a secure future with personalized retirement strategies designed to protect your wealth and help you achieve long-term financial stability.

401K and 403B Rollovers

Easily manage your retirement savings with efficient 401K and 403B rollovers, minimizing risk while optimizing long-term financial growth.

Brokerage Account

Access flexible brokerage accounts designed to help you diversify investments, grow wealth, and achieve your financial goals with confidence.

Contributory IRAs

Grow your retirement savings with tax-advantaged Contributory IRAs, designed to help you build long-term wealth and financial security.

    Focused on Business Owners: You Lead. We Plan.

    As a business owner, your time is stretched. We manage the retirement planning details so you don’t have to. From local firms to fast-growing teams, McLane has helped small businesses across Texas transform goals into actionable, tax-smart retirement strategies.
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    Businesses Choose McLane for Small Business Retirement Planning in Houston, TX

    McLane Advisors does more than manage accounts, we guide your business forward. We simplify small business retirement planning in Houston, TX, protect your future, and evolve with you as your team grows. Let’s talk about how we can help your business succeed long-term. Contact us today 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

    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.