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Health Savings Account (HSA)

Buckingham Strategic Wealth strives to offer customized wealth management solutions for each client’s distinct circumstances and goals, and a health savings account (HSA) can be an integral part of a tax-efficient financial plan. Buckingham partners with HealthSavings Administrators to offer HSAs that use many of the same investments we recommend to clients in our portfolios. Not only will these HSAs serve as a savings vehicle for medical-related expenses, but they’re also sound investments that follow our evidence-based philosophy.

Other benefits of these HSAs include:

Interest-bearing cash account and optional debit card

Investment account with FIRST DOLLAR INVESTING and no minimum balance required

5 managed portfolio sets with options ranging from risk averse to highly aggressive

No investment transaction fees

While invested, your money remains available for your use, or it can grow tax-deferred for future use

Let us focus on the daily ups and downs of the market, so you can focus on the things that really matter