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Houston City & Elected Officials Retirement Planning

Secure the Legacy You’ve Worked Hard to Build

McLane Advisors delivers guidance to clients all over Texas through our Houston City & Elected Officials retirement planning service. We preserve clients hard-earned benefits and build financial security outside the office. With strategic planning, we tailor retirement strategies to fit your post-service goals.
McLane Advisors delivers guidance to clients all over Texas through our Houston City & Elected Officials retirement planning service. We preserve clients hard-earned benefits and build financial security outside the office. With strategic planning, we tailor retirement strategies to fit your post-service goals.
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McLane Advisors Retirement Success

Planning for Public Service Professionals

Public officials often face unique retirement planning circumstances. Our Houston City & Elected Officials Retirement Planning service helps you navigate Texas Municipal Retirement System, PLSD rollovers, and contribution limitations. Without proper planning, you risk mismanaging payout timing, tax penalties, or benefit restrictions. McLane Advisors brings decades of experience working with elected leaders and city officials, ensuring your plan is strategic, secure, and aligned with your financial goals.

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Public Leadership Deserves Private Strategy

Through our Houston City & Elected Officials retirement planning service catering to clients in all of Texas, we offer strategic, confidential, and highly personalized financial solutions tailored to the complexities of elected office and municipal leadership.

Payout Timing Optimization

Maximizing your pension depends on timing. We analyze your service credit, age, and payout formulas to help you choose the most financially beneficial path.

Tax-Efficient Distributions

We help reduce tax burdens by structuring your pension withdrawals and rollovers in the most advantageous way for long-term income.

PLSD Rollover Strategy

We guide you through lump sum rollover decisions to preserve tax-deferred growth and avoid costly early withdrawal penalties.

Survivor & Legacy Planning

We help ensure your spouse or dependents receive continued benefits and that your estate plan is aligned with your retirement goals.

Dedicated Public Sector Support

Our long-standing work with Houston police, firefighters, and city staff means you receive retirement advice from a team that truly understands your service.

    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 City & Elected Officials Retirement Planning with McLane

    With decades of trusted experience, McLane Advisors offers Houston City & Elected Officials retirement planning that protects your pension, prioritizes your future, and guides your transition. Book a consultation today.
    McLane Advisors Investment Services

    McLane Advisors: Trusted Texas financial advisors for three generations, providing tailored strategies for financial security in 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

    Frank, Matt and York McLane
    Phone: (888) 357-0804
    Local: (281) 357-0800
    Fax: (877) 376-0280

    Jim Schulmire
    Phone: (888) 357-0804
    Local: (281) 357-0800
    Fax: (877) 376-0280

    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.