About My Pension Tree
Helping business owners and self-employed professionals grow their pension tree for a brighter financial future.
What We Do
My Pension Tree, LLC is a group of Qualified 401(k) and Pension Plan Consultants. We consult self-employed individuals and small business owners on the design, setup, and administration of 401(k) and Cash Balance Pension plans.
We refer to them as "Pension Trees".
Our team of Retirement Plan Administrators and Pension Actuaries work with our clients to understand their need to save for their goals while balancing the capital needs of their business. With our guidance, our clients and their employees build larger retirement savings, pay less in tax, and are better prepared for their financial future.
We welcome all inquiries to learn more about how a Customized Retirement Plan can help you and your employees "Grow Your Pension Tree For Your Future".
$214,083
Average annual tax savings for our clients
25+ Years
Combined experience in retirement planning
1,000+
Trusted by small business owners
Our Approach
Customized Solutions
Every business is unique. We design retirement plans tailored to your specific needs, goals, and financial situation.
Tax Optimization
Maximize your tax deductions and savings through strategic retirement plan design and implementation.
Full-Service Support
From design to administration, we handle everything so you can focus on running your business.
Meet Our Team
Our experienced retirement planning professionals are dedicated to helping you achieve your financial goals.
Alexander Tecle
Specializes in tax-efficient retirement strategies
18 years experience • 200+ clients
Charles Zimmerer
Expert in high-net-worth retirement planning
25 years experience • 250+ clients
Our Trusted Partners
We work with industry-leading organizations to provide you with the best retirement planning solutions.
Ready to Grow Your Pension Tree?
Let's discuss how a customized retirement plan can help you save more for retirement and reduce your tax burden.