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Health Savings Account (HSA)

With ongoing changes in healthcare, a health savings account (HSA) is increasingly more important. It’s not only a triple tax advantaged account, it’s part of a comprehensive retirement package. We’re the resource you need to save for today and invest for tomorrow.

There is no one-size-fits-all solution when it comes to managing our clients’ assets. People are in different shape financially and have different goals and responsibilities. We understand this and we create a custom experience for each client. There is no other way to do it if we are, in fact, acting in the best interest of our clients.

Interest-bearing cash account and optional debit card

Investment account with FIRST DOLLAR INVESTING and no minimum balance required

You can invest in as many funds as you would like

A robust variety of fund options from Vanguard and Dimensional

No investment transaction fees

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

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The IRS has extended the tax deadline from April 15th to July 15th. Individuals may continue to make 2019 HSA contributions through July 15, 2020. Read more about Covid-19