Financial Literacy Training
Money stress doesn’t stay at home - it shows up in missed shifts, distracted work, and high turnover. Lack of financial knowledge weighs down teams, and can take a toll. That's why we started our Financial Literacy Training.
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Financial Wellness to Support Your Team
We bring practical financial literacy training directly to your workplace. Our team delivers sessions that explain budgeting, saving, credit, and planning in a way that actually makes sense—no jargon, no judgment. By investing in financial wellness, you help reduce stress, improve team performance, and show your employees that you care about more than just their output.
Financial Education That Actually Helps
Financial literacy shouldn’t be a luxury or an afterthought. Our hands-on sessions help your team understand their money, reduce stress, and make better use of your benefits.
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On-Site and On Their Level
We meet your team where they are—literally and financially. No basic slideshows. No upsells. Just real-life knowledge employees can act on.
Stress Reduction = Performance Improvement
Helping your people feel financially secure translates to better focus, fewer missed days, and stronger retention.
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Fully Integrated with Your Benefits Strategy
Our training helps your team get more value from existing benefits like HSAs, pensions, or group plans—and helps you reinforce their impact.
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.
Frequently Asked Questions
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Financial literacy training helps your employees make smarter decisions about their money — from budgeting and debt to saving and investing. When your team understands their finances, they’re less stressed, more engaged, and more likely to stay long term.
We bring the education directly to your workplace. Our team leads sessions that are simple, practical, and jargon-free — giving your employees real-world financial tools they can actually use.
We tailor sessions to your team, but common topics include budgeting, managing debt, building savings, understanding credit, and planning for retirement. We also cover how to get the most out of their benefits.
Financially confident employees are more productive, more loyal, and better equipped to make use of the benefits you offer. Providing this training shows your team you care — and helps you build a more stable, engaged workplace.
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.
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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