We are a multi-generational, family business

Although founded in 2015, we continue a 60-year legacy in the greater Detroit area, the state of Michigan, and nationwide. Comprised of a wide range of experts in the field of insurance, the CSG team specializes in creative and unique solutions for a wide range of issues facing our clients.

Our team’s expertise and experience is leveraged by our selective relationship with M Financial Group, an exclusive network of the some of the most reputable insurance and financial services firms in the industry. Our affiliation with M Financial provides our clients with access to shared technological expertise from some of the most experienced, innovative financial minds in the world, as well as a pooled buying power on clients’ behalf.

Our mission is highly defined

We help businesses, families, and individuals enhance, protect, and transfer their wealth. While our products and services may evolve, nothing will change the foundation of our business—providing our clients with creative and innovative solutions at deep levels of due diligence.

What We Do

We specialize in three primary areas:

Estate Planning for High Net Worth Families

We assist with the mitigation of estate, income, and capital gains taxes and help clients pass what they worked so hard to build along to future generations and charities.

Closely Held Family Business and Corporations

In an extremely competitive workforce, we help create cost effective executive benefit plans as well as properly funded business succession plans.

Executive Benefits for Individuals

Group benefits aren’t enough. We work with individuals and families to ensure they have the right amount of coverage and to develop creative income protection and tax-efficient strategies for a comfortable retirement.

We specialize in creative, unique solutions