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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


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