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The McLane Agency, Inc.
14015 Park Drive,
Suite 109 & 111
Tomball, Texas 77377
Get A Map!

Office Phone
281-357-0800
281-357-0874

Todd McLane
800-204-6020
Frank McLane
888-357-0804
Jim Schulmire
888-357-0802
Matt McLane
888-357-0804
Charlie Blackburn
800-204-6020

E-mail: Send Email
For website questions
or issues, e-mail:
info@debcotech.com

The McLane Agency provides educational opportunities throughout the state for police, fire and civilian employees related to debt management, retirement and estate planning. Some of the topics that are covered in the training seminars and presentations are as follows. 

Debt and Finance Management
  • Mortgage. To refinance or not?
  • Use PLSD to pay off mortgage?
  • Credit cards debt reduction
  • Financing automobile
Investment Choices
  • Sectors of the Market
  • "Chasing the winners"
  • Risk Tolerance: Conservative - Balanced - Moderate Growth - Growth
  • +10% +10% - 10% = 2.9%
Retirement Plans
  • Qualified
  • Non-Qualified
  • Voluntary Account
Retirement Systems
  • Use of options
  • Considerations and alternatives to traditional survivor options
Planning for Retirement
  • Benefit Analysis
  • Coordination of Assets
  • IRS Code §72(t) – Penalty-free income before age 59 ½
  • Partial Lump-Sum Distribution
  • Sick and Vacation time to the 457 plan
  • Utilization of a Solo 401K for start up business
  • Paying off debt with the PLSD "Pros & Cons"
Choosing a Financial Advisor
  • Knowledge
  • Experience
  • Integrity
  • Fees
Questions and Answers

Over the years, TMA has created approved TECLOSE classes for police officers. These seminars provide the officers with CEU credit to keep their certification current. These classes are also offered through the Texas Municipal Police Association (TMPA) web site or you may contact your TMA representative for more information about where and when a class may be held.

Many of the same topics are available by attending presentations that are provided at various venues throughout the state. Locate your city representative for more information; City Listing.


About the Instructors:
The McLane Agency, Inc. has a 50 year history in Texas of assisting clients obtain their financial goals. Since 1954, TMA has made the education of finance and retirement planning enjoyable and fun to those that have attended their training seminars and presentations.

Todd McLane, Frank McLane Jr., and Jim Schulmire are all Investment Advisor Representatives. They all provide training and presentations at various cities in the state. Their understanding of tax code, SEC regulations, and municipal pension systems is shared with the class participants in a clear and concise manner. Helping clients understand their financial choices is one of the main objectives during the training presentations.

Learning how to improve your current financial situation, and planning your retirement, makes for a much easier transition. Well thought out decisions enable a client to retire with a much higher level of comfort for themselves and their family. TMA can assist you in reaching that level of comfort. Call us today.