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Health Savings Account (HSA)

Firms that are part of the BAM ALLIANCE strive to offer wealth management solutions for clients’ distinct circumstances and goals, and a health savings account (HSA) can be an integral part of a tax-efficient financial plan. The BAM ALLIANCE partners with HealthSavings Administrators to offer HSAs that use many of the same investments we recommend to clients. 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

You can invest in as many funds as you would like

No investment transaction fees

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

We believe that by putting our clients’ interests first, we achieve more together