A plan that works for our Associates

6:03 am Business

I own a small company. Our company has 15 associates and we are planning on adding 5 more people in the next month. One of my goals is to reward my associates  for their excellent work with a solid retirement savings plan. I am in a search for a certified financial planner that will design a plan for our associates that allows them to have personal input on their investments. I believe that the ability to have individualized plans, rather than just one plan is best. Our associates range in age from 19 to 56 so their financial strategies are quite different from one another.