TMPA Benefits–Financial Services
Retirement: It's closer than you think... but only if you
put the pieces together properly.
The McLane Agency (TMA) has been providing financial services to police officers for over 50 years. Frank McLane Sr. started the McLane Agency by helping police officers in Houston in 1954. Today, the agency is owned and operated by three partners, Jim Schulmire, Frank McLane Jr., and Todd McLane.
Retirement can be a stressful time if not done properly. TMA’s goal is to put the pieces of the puzzle together such that when an officer retires, he does so with confidence. We utilize many tools to help officers and their families achieve their retirement goals. Over the last 50 years, we have helped hundreds of police officers, fire fighters, and civilian employees as well as friends and family members retire from cities all over the state.
Educational Opportunities
The McLane Agency (TMA) presents educational opportunities every month somewhere in the state. We typically schedule these presentations for groups of 15- 20 officers and provide a complimentary meal while we share many of the considerations relating to planning for retirement. The presentations are not limited solely to officers. We encourage spouses to attend and we often have other municipal employees, friends, and family attend as well. The presentations may provide you with a better picture of how planning for retirement should look and with some steps you can take now to prepare. It’s never too early to start planning your retirement.
Should you wish to schedule a presentation in your city, give us a call or contact us through our web site.
Discussion Points:
The McLane representatives address many of the following topics during their presentations.
Ø What's the difference between a Roth IRA and a Plain IRA?
Ø Should you save now for your children’s college or first save for your retirement?
Ø Can you reduce your credit card debt?
Ø What percentage of your current income will you receive at the time of your retirement?
Ø What survivor option is best for you?
Ø Can you allow your benefits to be passed on to a second generation?
Ø What investment choices do you have with your DROP / Deferred Retirement Option Program or PLSD / Partial Lump-Sum Distribution at the time of your retirement?
Ø You insure you car, your home, your life, shouldn’t you insure your retirement?
TMA representatives have an excellent understanding of the pension systems used by most officers in Texas. That knowledge is shared with the attendees in a clear and concise manner. Learning how to improve your current financial situation and how to plan for your retirement makes for a better officer and a better life.
TMA: Yesterday, Today, and Tomorrow
The McLane Agency, Inc. has a 50 plus year history in Texas of helping officers achieve their financial goals. The agency has grown over the years to a current staff of 15. The partners and owners in the agency, Todd McLane, Frank McLane Jr. and Jim Schulmire are all Registered Investment Advisors. Todd and Frank McLane both have sons now working with the agency. As a result, the next generation of officers will have the opportunity to receive The McLane Agency’s excellent client service.
Contact: todd@mclaneinvest.com; frank@mclaneinvest.com; jim@mclaneinvest.com.
The McLane Agency Inc.
14015 Park Drive
Suite 109-111
Tomball, Texas 77377
Office Phone
281-357-0800 / 800-204-6020
Securities offered through Advantage Capital Corporation, member NASD/ SIPC. This communication is strictly intended for the individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the state referenced. A broker/dealer, investment advisor, B/D agent or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, B/D agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
