Written by McLane Advisors on February 10, 2025. Posted in Site Pages.

Houston Parks & Recreation Staff Retirement Planning New

Houston Parks & Recreation Staff Retirement Planning

Financial Peace for Those Who Serve Our Parks

McLane Advisors proudly supports parks & recreation professionals from all over Texas with our financial strategies. Our Houston parks & recreation staff retirement planning is designed to help you protect your pension, understand your options, and build long-term retirement confidence.

McLane Advisors Investment Services Divider

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.

Retire with Clarity and Confidence

Retirement systems for Parks & Rec staff can be complex. Our Houston parks & recreation staff retirement planning helps you navigate the Texas Municipal Retirement System, PLSD rollovers, and benefit timing. Without trusted guidance, you risk leaving money on the table or making taxable errors. We help you simplify the path forward and build a retirement plan that matches your years of public service.

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Tailored Plans for Public Service Professionals

With personalized insight and decades of experience, our Houston parks & recreation staff retirement planning ensures our Texas clients’ financial future is secure, predictable, and purpose-built for their retirement lifestyle.

Texas Municipal Retirement System Expertise

We understand how the Texas Municipal Retirement System works and guide you through benefit choices that match your years of service and retirement horizon.
PLSD & Rollover Options

We help you make the right call on lump sum distributions, avoiding penalties and ensuring tax-deferred growth through strategic rollover planning.
Benefit Timing Guidance

Knowing when to retire is critical. We evaluate your service credits, final average salary, and age to ensure your benefit payout is maximized.
Tax-Efficient Withdrawal Planning

We structure your income plan to reduce tax liability, helping your retirement dollars go further and creating a sustainable financial strategy.
Long-Term Investment Planning

We complement your pension with a tailored investment approach to help your savings grow safely and steadily into retirement and beyond.
Survivor & Estate Planning

Ensure your loved ones are protected with a plan for survivor benefits and legacy strategies integrated into your retirement plan.
Public-Sector-Specific Experience

McLane Advisors has decades of experience helping Houston’s public servants. We understand your benefits and create plans tailored to your department’s structure.

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 Parks & Recreation Staff Retirement Planning for You

McLane Advisors delivers Houston parks & recreation staff retirement planning for our clients all over Texas that simplifies their options, safeguards their benefits, and helps them retire with confidence. Book your consultation today.

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Written by McLane Advisors on February 10, 2025. Posted in Site Pages.

Small Business Retirement Planning in Houston, TX New

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.

The Experts in Retirement Planning

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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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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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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 Planning Designed for Your Business

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/PLSD Rollover

Get expert assistance with Texas Municipal Retirement System/PLSD 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.

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Written by McLane Advisors on February 10, 2025. Posted in Site Pages.

Pension - Montgomery New

Houston Pension Planning

Premier Houston Pension Planning Advisors

Optimize your Houston pension planning with McLane Advisors. Expert strategies designed to secure benefits and ensure a stable financial future.

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Sound Strategies for Financial Security

McLane Advisors provides reliable guidance in Houston pension planning, tactical investment, and tax efficiency, equipping you with customized resources to achieve financial success.

Our History with Pension Planning

Founded by Frank McLane Sr., our firm has built a legacy of trust and client-focused financial strategies. We provide clients with sound investment opportunities, ensuring they can secure their financial future. We have decades of experience working extensively with police officers, firefighters, and municipal employees, helping them navigate the complexities of pension planning.

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Mastery of the Texas Municipal Retirement System

For decades, McLane Advisors has been a leader in pension planning, working with members of the Texas Municipal Retirement System and other public pensions. Our grasp of the Texas pension systems allows us to offer investment platforms, reducing risk while optimizing returns—often achieving higher yields (6-9%) with lower risk.

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McLane Advisors Personalized Retirement and Investment Strategies

Why Work with McLane Advisors

For three generations, McLane Advisors has been helping clients secure their financial futures with personalized retirement and investment strategies. From assisting municipal employees to guiding business owners and high-net-worth individuals, we have built a legacy of trust, expertise, and results-driven financial planning.

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Decades of Expertise, Thousands of Clients Served

Our firm now manages pensions for over 32,000 police officers and has grown beyond municipal employees to serve business owners, self-employed individuals, and high-net-worth clients. As an independent investment advisor, we offer tailored strategies—free from proprietary product limitations—helping clients protect investments, maximize returns, and reduce taxes.

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Decades of Expertise, Thousands of Clients Served

Retirement Planning for Municipal & Government Employees

McLane Advisors specializes in retirement planning for municipal and government employees, offering tailored strategies to help you maximize benefits, minimize risk, and achieve long-term financial security with confidence, ensuring a stable and worry-free future for you and your family.
SAMPLE RETIREMENT BENEFITS ANALYSIS

Gain a clear understanding of your retirement outlook with a Sample Retirement Benefits Analysis from McLane Advisors. Discover how our tailored strategies can help you maximize benefits, reduce risk, and achieve long-term financial security. See what your own Retirement Analysis would look like by clicking here.
Rollovers and IRAs

Simplify your retirement with expert guidance on rollovers and IRAs. McLane Advisors ensures a seamless transition while optimizing your investments to align with your financial goals.

The McLane Advisors Promise

Our mission is to safeguard your assets, enhance returns, and reduce risks through customized strategies, steadfast integrity, and a disciplined, client-focused approach.

Houston City & Elected Officials Retirement Planning New

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.

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?

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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Email Us

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.

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Written by McLane Advisors on February 07, 2025. Posted in Site Pages.

Montgomery - About

Financial Advisor Near Me in Montgomery TX

FINANCIAL ADVISORS IN MONTGOMERY

Expert Houston financial advisors in Montgomery TX offering personalized strategies to secure investments, maximize growth, and achieve your financial goals.

See Our Team

How We Got Started

Strategic Wealth Management for Lasting Success

At McLane Advisors, our mission is clear: to secure investments, foster steady financial growth, and minimize risk. With decades of expertise as Houston financial advisors and a steadfast commitment to integrity, we empower clients to achieve their financial aspirations. Whether you're planning for retirement, seeking strategic investments, or safeguarding your wealth, our personalized approach ensures your goals are met with precision and care.

McLane Advisors Strategic Wealth Management

Building On Our Proud Legacy as Houston Financial Advisors

“Do what’s right, and let the consequences follow.”

These words from our founder, Frank McLane Sr., form the foundation of McLane Advisors. Born in 1925 and shaped by the hardships of the Great Depression, Frank embodied resilience and hard work. A proud graduate of the University of Houston, he launched a company dedicated to guiding clients toward financial security.

Now in its third generation, McLane Advisors continues to thrive, proudly serving clients across Texas and 23 additional states. Frank’s legacy of dedication and trust is at the heart of everything we do.

Guiding You Toward a Stable Financial Future

At McLane Advisors, we believe in strategic and active wealth management that adapts to market changes while keeping your goals in focus. Guided by integrity, our financial advisors near me in Montgomery TX secure investments and lasting success.

Our team combines decades of experience with a client-first approach, delivering financial solutions tailored to your unique needs. From retirement planning to innovative investment strategies, we provide the expertise you need to navigate life’s complexities and achieve superior outcomes.

Our Montgomery Office

Chad McLane

Investment Advisor Representative

Frank McLane, Sr founded the company in 1954. Todd joined his father in business in 1977, followed by Chad nearly 20 years ago. Chad and Todd are located in Montgomery, Texas along with their team of six support staff who have over 30 years of knowledge and experience.

We specialize in Retirement planning, personal and business investment accounts.

We take pride in the strategies and services we provide to our clients and look forward to the opportunity to serve you.
Todd McLane

Investment Advisor Representative

The company was founded in 1954 by Todd’s father, Frank McLane, Sr.

Todd joined the business in 1977. With almost 50 years of experience, he has witnessed economic cycles, changes in technology and expanding investment landscapes while developing strong client relationships. Todd continues to be involved in the business in every detail.

He is fortunate to be partnered with a third generation, his son, Chad McLane. In his free time, Todd enjoys traveling and spending time with his family.

He stands strong in our company motto, which is, “Do what’s right and let the consequence follow."
Mendy Bowsher

Office Manager

Since March 2000, Mendy has been providing client services with a focus on assisting clients throughout the retirement process.

Additionally, Mendy oversees the staff in Montgomery to ensure the office runs smoothly and the staff continues to achieve their goals.

In her free time, Mendy enjoys reading, crafting, and traveling with her family as much as possible. She currently lives in Cypress, Texas with her husband and children.
Tara Harrison

Administrative Assistant

Tara provides client services and administrative support, greeting visitors with a smile, managing calls, coordinating appointments, and assisting with various projects that enhance the office’s day to day functions.

Her friendly personality and dedication to creating a positive experience make her a valued member of our team.

Tara lives in Montgomery, Texas with her husband and children. She is an amazing cook who enjoys gardening and growing her own vegetables.
Abra Hamlin

Client Services

Abra plays an important role in supporting our clients and team each day. She responds to client inquiries, processes requests, helps keep accounts up to date, and maintains thorough records. Her warm personality and genuine willingness to help make her a joy to work with.

Abra lives in Magnolia, Texas, and is a proud Aggie Mom who enjoys camping and spending time outdoors with her husband and children.
Aimee King

New Business Operations

Along with client services, Aimee specializes in New Business Operations, providing continuous support throughout the process of opening an account. Aimee’s attention to detail and commitment to precision ensures an accuracy that we greatly value.

Aimee and her husband live in Montgomery, Texas. She is an avid reader who enjoys playing pickleball in her spare time and cherishes every moment spent with her children and grandchildren.
Barbara McLane

Administrative Assistant

Barbara is at the forefront of client communications and record management for our office. She organizes and maintains client information, ensuring accuracy and confidentiality in all documentation. Her experience in business operations keeps daily operations running smoothly.

Barbara often escapes the Texas heat by traveling to Colorado with Todd. She enjoys cooking, sewing, canning, and serving her community.
John Lefler

Investment Advisor Representative

As an essential part of our team dynamic, John provides support to the financial advisors in our office as well as to our clients by handling administrative duties, client communication, and ensuring compliance with regulatory requirements. John also assists in creating social media content, marketing materials and organizing client events.

John and his wife live in Montgomery, Texas along with their five boys. He enjoys refurbishing classic cars and has a love for dogs.
Ashten Abbott

New Business Operations Assistant

Ashten is our New Business Operations Assistant, bringing energy, organization, and a sharp attention to detail to the team. She supports the onboarding of new clients and helps ensure each transition is smooth, efficient, and positive.

Based in Montgomery, Texas, Ashten enjoys a full and lively life with her husband and their three children. Outside of work, you can find her exploring hiking trails, playing pickleball, or diving into her latest true-crime obsession.

Montgomery Office

Who We Are

Financial Advisor Near Me in Houston TX

Texas Financial Advisors

Skilled Houston financial advisors that are providing customized strategies to protect investments, enhance growth, and reach your financial objectives.

See Our Team

How We Started

Time-tested Financial Solutions for Enduring Wealth

At McLane Advisors, our purpose is straightforward: protect investments, promote consistent financial growth, and minimize risk. As trusted Houston financial advisors with decades of experience and unwavering integrity, we help clients achieve their financial goals.

Whether preparing for retirement, exploring investment opportunities, or securing wealth, our personalized strategies ensure your aspirations are realized with accuracy and care.

McLane Advisors Financial Solutions for Enduring Wealth

Building On Our Proud Legacy as Houston Financial Advisors

“Do what’s right, let the consequences follow”

This principle, set by our founder, Frank McLane Sr., defines McLane Advisors. Born in 1925 and shaped by the Great Depression, Frank exemplified hard work and perseverance. A proud University of Houston alumnus, he established a company focused on guiding individuals to financial security. Now, three generations strong, McLane Advisors continues to flourish, proudly serving clients throughout Texas and across 23 states. Frank’s commitment to integrity and excellence remains at the core of everything we do.

Paving the Way for a Secure Financial Future

At McLane Advisors, we emphasize active and strategic wealth management that evolves with market dynamics while prioritizing your objectives. Built on a foundation of integrity, we develop robust investment plans and strategies for long-term success.

With decades of expertise and a dedication to client-focused service, we provide financial solutions customized to meet your needs. From comprehensive retirement planning to innovative investment approaches, our advisors offer the insight and support you need to navigate financial complexities and achieve your goals.

McLane Advisors Securing Financial Future

Our Associates

Chad McLane

Investment Advisor Representative

Location: Montgomery
(281) 357-0874 X 122
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York McLane, JD

Investment Advisor Representative

Location: Tomball
(888) 357-0804 X 109
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Matt McLane

Investment Advisor Representative

Location: Tomball
(888) 357-0804 X 106
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Todd McLane

Investment Advisor Representative

Location: Montgomery
(281) 357-0874 X 107
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Frank McLane

Investment Advisor Representative

Location: Tomball
(888) 357-0804 X 103
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Jim Schulmire

Investment Advisor Representative

Location: Tomball
888-357-0804 ext. 104
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Angela Gideon

Office Assistant

Location: Tomball
888-357-0804 ext. 101
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Mendy Bowsher

Office Manager

Location: Montgomery
(281) 357-0874 X 102
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Aimee King

New Business Operations

Location: Montgomery
(281) 357-0874 X 113
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Robbin Thorpe

Office Assistant

Location: Tomball
888-357-0804 ext 114
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Tara Harrison

Administrative Assistant

Location: Montgomery
(281) 357-0874 X 112
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Abra Hamlin

Client Services

Location: Montgomery
(281) 357-0874 X 114
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John Lefler

Investment Advisor Representative

Location: Montgomery
(281) 357-0874 X 103
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Barbara McLane

Administrative Assistant

Location: Montgomery
(281) 357-0874
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Ashten Abbott

New Business Operations Assistant

Location: Montgomery
(289) 357-0874 EXT 101.
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The McLane Advisors Promise

We are committed to protecting your assets, maximizing growth, and mitigating risks through personalized strategies, unwavering integrity, and a disciplined focus on your goals.

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

Houston Parks & Recreation Staff Retirement Planning New

Houston Parks & Recreation Staff Retirement Planning

Financial Peace for Those Who Serve Our Parks

Retire with Clarity and Confidence

Tailored Plans for Public Service Professionals

Texas Municipal Retirement System Expertise

PLSD & Rollover Options

Benefit Timing Guidance

Tax-Efficient Withdrawal Planning

Long-Term Investment Planning

Survivor & Estate Planning

Public-Sector-Specific Experience

What My Investment Could Be Worth?

Houston Parks & Recreation Staff Retirement Planning for You

Small Business Retirement Planning in Houston, TX New

Retirement Planning Near Me in Montgomery TX

Retirement Planning Tailored for Small Businesses

The Experts in Retirement Planning

A Data-Driven Approach to Retirement Success

Why Work with McLane Advisors

Personalized Strategies for Long-Term Security

Retirement Planning Designed for Your Business

Texas Municipal Retirement System/PLSD Rollover

Safe Harbor 401K Plans

Retirement Planning

401K and 403B Rollovers

Brokerage Account

Contributory IRAs

Focused on Business Owners: You Lead. We Plan.

Businesses Choose McLane for Small Business Retirement Planning in Houston, TX

Pension - Montgomery New

Houston Pension Planning

Premier Houston Pension Planning Advisors

Sound Strategies for Financial Security

Our History with Pension Planning

Mastery of the Texas Municipal Retirement System

Why Work with McLane Advisors

Decades of Expertise, Thousands of Clients Served

Decades of Expertise, Thousands of Clients Served

Retirement Planning for Municipal & Government Employees

SAMPLE RETIREMENT BENEFITS ANALYSIS

Rollovers and IRAs

The McLane Advisors Promise

Houston City & Elected Officials Retirement Planning New

Houston City & Elected Officials Retirement Planning

Secure the Legacy You’ve Worked Hard to Build

Planning for Public Service Professionals

Public Leadership Deserves Private Strategy

Payout Timing Optimization

Tax-Efficient Distributions

PLSD Rollover Strategy

Survivor & Legacy Planning

Dedicated Public Sector Support

What My Investment Could Be Worth?

Houston City & Elected Officials Retirement Planning with McLane

Montgomery - About

Financial Advisor Near Me in Montgomery TX

FINANCIAL ADVISORS IN MONTGOMERY

How We Got Started

Strategic Wealth Management for Lasting Success

Building On Our Proud Legacy as Houston Financial Advisors

Guiding You Toward a Stable Financial Future

Our Montgomery Office

Chad McLane

Todd McLane

Mendy Bowsher

Tara Harrison

Abra Hamlin

Aimee King

Barbara McLane

John Lefler

Ashten Abbott

Who We Are

Financial Advisor Near Me in Houston TX

Texas Financial Advisors

How We Started

Time-tested Financial Solutions for Enduring Wealth

Building On Our Proud Legacy as Houston Financial Advisors

Paving the Way for a Secure Financial Future

Our Associates