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Book Appointment - Montgomery

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Secure Your Future, Schedule a Consult!

Take control of your financial future! Book McLane Advisors for a personalized consultation and get expert advice tailored to your goals.

Our team of experienced financial advisors is ready to help you achieve your financial goals. Whether you're planning for retirement, saving for college, or simply looking to make the most of your money, McLane Advisors can provide the expert guidance and support you need.

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Individuals - Montgomery

Houston Retirement Planning

Personalized Retirement Planning in Houston

Personalized retirement strategies for individuals in Houston. McLane Advisors helps you secure your financial future with expert guidance and individually catered solutions.

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We Have Extensive Working Experience with Exceptional Individuals

Drawing on decades of experience, we design tailored financial plans for self-employed individuals, retirees, and affluent clients, guiding them towards enduring financial freedom.

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Individuals We Work With

At McLane Advisors, we work with a diverse range of clients, from self-employed professionals to retirees and high-net-worth individuals. Whether you need to set up a 401(k), explore pension options, or minimize tax burdens, our expert advisors craft tailored strategies to help you achieve financial stability.

McLane Advisors Personalized Financial Solutions for Clients

Personalized Financial Solutions for Every Individual

Our independent, client-first approach ensures that every financial plan is customized to your needs. We provide comprehensive retirement solutions, investment strategies, and tax-efficient planning to help you build wealth, reduce risks, and secure your future—all with the personalized service and attention you deserve.

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McLane Advisors with clients

Why Work with McLane Advisors

With over 65 years of experience, McLane Advisors has earned the trust of municipal employees, business owners, and individuals across Texas and beyond. Managing pensions for over 32,000 police officers, we bring proven expertise and integrity to every financial decision, ensuring our clients’ long-term security.

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McLane Advisors Clients

Decades of Experience, A Legacy of Trust

As independent investment advisors, we provide unbiased financial guidance free from proprietary product restrictions. Our disciplined approach helps clients protect investments, maximize returns, and reduce tax burdens, making McLane Advisors the trusted choice for securing financial futures across generations.

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McLane Advisors Investment Services Divider

Tailored Retirement Planning, Financially Secured Futures

McLane Advisors offers expert Houston retirement planning, strategic investment solutions, and tax-efficient strategies designed to help you secure your financial future. Our customized approach ensures you maximize returns, minimize risk, and build long-term financial stability with confidence and peace of mind.

  • McLane Advisors TMRS/Partial Lump Sum Distribution Rollover

    Texas Municipal Retirement System or Partial Lump Sum Distribution Rollover

    Seamless Texas Municipal Retirement System or Partial Lump Sum Distribution rollover assistance to help you maximize retirement savings, minimize risks, and ensure a smooth financial transition.

  • McLane Advisors Safe Harbor 401K Plans

    Safe Harbor 401K Plans

    Custom Safe Harbor 401K plans designed to provide tax advantages, protect assets, and create long-term financial security for business owners.

  • McLane Advisors Retirement Planning

    Retirement Planning

    Tailored retirement strategies to help you grow wealth, minimize risk, and achieve long-term financial stability with confidence.

  • McLane Advisors 401K and 403B Rollovers

    401K and 403B Rollovers

    Hassle-free 401K and 403B rollovers that protect retirement funds, optimize investments, and ensure smooth account transitions.

  • McLane Advisors Brokerage Account

    Fee-Based Advisory Account

    Flexible fee-based advisory accounts offering diversified investment options to help you grow and protect your financial future.

  • McLane Advisors Contributory IRAS

    Contributory IRAs

    Maximize retirement savings with tax-advantaged Contributory IRAs, designed to build long-term wealth and financial security.

McLane Advisors's Promise

Secure your financial future with customized strategies from expert Houston retirement planning advisors. Count on disciplined guidance and integrity to maximize returns and minimize risks.

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Individuals - Montgomery New

Houston Retirement Planning

Personalized Retirement Planning in Houston

Personalized retirement strategies for individuals in Houston. McLane Advisors helps you secure your financial future with expert guidance and individually catered solutions.

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McLane Advisors Investment Services Divider

Individuals We Work With

At McLane Advisors, we work with a diverse range of clients, from self-employed professionals to retirees and high-net-worth individuals. Whether you need to set up a 401(k), explore pension options, or minimize tax burdens, our expert advisors craft tailored strategies to help you achieve financial stability.

McLane Advisors Personalized Financial Solutions for Clients

Personalized Financial Solutions for Every Individual

Our independent, client-first approach ensures that every financial plan is customized to your needs. We provide comprehensive retirement solutions, investment strategies, and tax-efficient planning to help you build wealth, reduce risks, and secure your future—all with the personalized service and attention you deserve.

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Email Us

McLane Advisors with clients

Why Work with McLane Advisors

With over 65 years of experience, McLane Advisors has earned the trust of municipal employees, business owners, and individuals across Texas and beyond. Managing pensions for over 32,000 police officers, we bring proven expertise and integrity to every financial decision, ensuring our clients’ long-term security.

Call Now

Email Us

McLane Advisors Clients

Decades of Experience, A Legacy of Trust

As independent investment advisors, we provide unbiased financial guidance free from proprietary product restrictions. Our disciplined approach helps clients protect investments, maximize returns, and reduce tax burdens, making McLane Advisors the trusted choice for securing financial futures across generations.

Call Now

Email Us

McLane Advisors Investment Services Divider

Tailored Retirement Planning, Financially Secured Futures

McLane Advisors offers expert Houston retirement planning, strategic investment solutions, and tax-efficient strategies designed to help you secure your financial future. Our customized approach ensures you maximize returns, minimize risk, and build long-term financial stability with confidence and peace of mind.

  • McLane Advisors TMRS/Partial Lump Sum Distribution Rollover

    Texas Municipal Retirement System/PLSD Rollover

    Seamless Texas Municipal Retirement System/PLSD rollover assistance to help you maximize retirement savings, minimize risks, and ensure a smooth financial transition.

  • McLane Advisors Safe Harbor 401K Plans

    Safe Harbor 401K Plans

    Custom Safe Harbor 401K plans designed to provide tax advantages, protect assets, and create long-term financial security for business owners.

  • McLane Advisors Retirement Planning

    Retirement Planning

    Tailored retirement strategies to help you grow wealth, minimize risk, and achieve long-term financial stability with confidence.

  • McLane Advisors 401K and 403B Rollovers

    401K and 403B Rollovers

    Hassle-free 401K and 403B rollovers that protect retirement funds, optimize investments, and ensure smooth account transitions.

  • McLane Advisors Brokerage Account

    Fee-Based Advisory Account

    Flexible fee-based advisory accounts offering diversified investment options to help you grow and protect your financial future.

  • McLane Advisors Contributory IRAS

    Contributory IRAs

    Maximize retirement savings with tax-advantaged Contributory IRAs, designed to build long-term wealth and financial security.

McLane Advisors's Promise

Secure your financial future with customized strategies from expert Houston retirement planning advisors. Count on disciplined guidance and integrity to maximize returns and minimize risks.

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Pension - Montgomery

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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McLane Advisors Investment Services Divider

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.

McLane Advisors Investment Services Divider

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.

Frank McLane Sr Portrait

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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McLane Advisors Pension Planning

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 Pension Planning

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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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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McLane Advisors Investment Services Divider

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.

  • McLane Advisors Municipal Employee

    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.

  • McLane Advisors Corporate Employee

    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.

  • McLane Advisors Individuals and Retirees

    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.

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Businesses - Montgomery

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.

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McLane Advisors Investment Services Divider

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.

McLane Advisors Retirement Success

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 Financial Guidance

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 Clients

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.

  • McLane Advisors Safe Harbor 401K Plans

    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.

  • McLane Advisors Retirement Planning

    Retirement Planning

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

  • McLane Advisors 401K and 403B Rollovers

    401K and 403B Rollovers

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

  • McLane Advisors Brokerage Account

    Fee-Based Advisory Account

    Access flexible fee-based advisory 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.

McLane Advisors’s Assurance

We commit to protecting your wealth, maximizing returns, and minimizing risks through personalized strategies combined with disciplined guidance and unwavering integrity.

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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

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.