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Support the People Who Power Your Firm
In firms where your people are your product—legal, accounting, consulting, and more—benefits aren’t just a perk, they’re a necessity. Whether you're a solo consultant or a growing firm, we help you attract and retain top-tier professionals with plans that reinforce your brand, reduce tax exposure, and support both your team and your personal financial goals.
Solving Challenges for Professional Services
We help manage workforce challenges, control costs, and support growth with flexible, tailored solutions.
Stay Competitive in High-Talent Markets
We design strategic benefits that help you stand out in industries where talent is everything and poaching is common.
Simplify Admin, Focus on Clients
Let us handle benefit needs, plan management, and compliance - so your team can focus on billable work and client delivery.
Great People for the Long Haul
Our benefits strategies are built to promote loyalty, reduce turnover, and create long-term value for your firm and your people.
Customized Benefits for Professional Services
You’re in a unique position—part employer, part professional, part long-term planner. We specialize in benefit strategies for law firms, financial advisors, consultants, and other professionals who want tax-efficiency, retention, and executive-level planning baked in. From HSAs to pensions to compensation alignment, we help you protect your time and invest in your future.
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Maximize Your Professional Workforce with Value-Driven Solutions
Professional-Grade Plans, No Hassle
We provide tailored benefits and wealth strategies that work for firms of all sizes—without requiring an internal HR department.
Retention-Focused Design
We help you reduce costly turnover by offering benefits that reflect your firm’s long-term commitment to its people.
Integrated Wealth Planning for Partners
Beyond team benefits, we help firm owners and partners structure compensation and savings in tax-smart, wealth-building ways.
What Our Clients Say
We’ve been working with (CGS) for 10+ years, and they’ve provided excellent support. They take time to make sure we understand what’s going on, especially when it comes to benefits, which can feel overwhelming.
Toolrite Engineering
As a business owner, I’m used to taking care of everyone else first - but (Custom Group Services) made sure I had a plan that actually took care of me and my family.
CR Contractor
Choosing the right benefits plan felt overwhelming. I reached out for guidance, and it made all the difference. Without that conversation, I would’ve just picked a standard plan and missed out on better options.
Dr. Matt, MCFP
My family needed more benefit coverage ... I was introduced to MyHSA. It turned out to be the perfect fit. I’m so glad I asked for advice instead of settling for the default option.
Meg, Realtor
Working with (CGS) is easy as they walk you through each step and help you get to where you want to go. They helped along each step in implementing a plan for our workforce that aligned with our business plan.
Sound HR Associates Inc.
It's time for a change.
Our clients are choosing Custom Group Services because they want more than the status quo. We focus on smart, flexible plans -built for your business and backed by real, human, ongoing support.
No more getting ghosted after signing a contract.
No more paying for bloated one-size-fits-all plans.
No more brokers who push paperwork and quick sales instead of strategy and intention.
Steps to Get Started
Follow simple steps to start improving your operations and reducing costs for your organization.
Book a Call
Speak with our non-profit specialists to discuss your specific needs.
Take the Quiz
Find out which staffing solution fits your organization best.
Get a Custom Plan
Receive a tailored proposal that aligns with your budget and goals.
Get In Touch With Us
Ready to see what benefit options there are to support your organization? Click the button to book a consultation, or take our quiz if you're unsure where to start!
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