Constitution Group

Plan Design Consultants Inc is a third-party administrator specializing in creating customized retirement plans for businesses. With a focus on quality and affordability, they tailor plans to meet the specific needs of each client, ensuring comfort and confidence in decision-making regarding employer-sponsored plans. Established in 1975, Plan Design Consultants is a family-owned company that ranks among the top 15 independent TPAs in the US, serving a diverse client base of over 1000 nationwide. Their professional team boasts an average of 20 years of experience, guaranteeing expert knowledge and guidance in all aspects of retirement planning. Committed to exceptional customer service, Plan Design Consultants emphasizes creative, smart, and effective plan designs that prioritize a seamless client experience. Leveraging technology and a dedication to quality, they strive to make retirement planning both smart and easy for their clients. Generated from the website content

Cornerstone Advisory Group in San Mateo, CA offers private wealth management services, financial planning, investment management, and investment access tailored to individual goals and lifestyles. With over 120 years of collective financial advisory experience, their team of experts provides thorough planning, diligent advocacy, and access to institutional-grade investments. Specializing in socially responsible investing, Cornerstone Advisory also offers family office services to simplify financial lives, stronger portfolios to achieve long-term goals, and unique investment opportunities for safeguarding clients' assets. Their commitment to serving the community is reflected through the Cornerstone Foundation, providing a shared vision for more meaningful impact. Generated from the website