A value-add for your clients.
For financial advisors looking for a unique way to enrich client relationships, CreditHSA helps individuals more strategically grow and utilize their HSAs.
Drive value for your book of business
Enriching Financial Planning
Drive client awareness of HSAs as an investment vehicle in their broader portfolio.
Educate clients on the long-term benefits of deferring use of HSA dollars to pay for medical expenses, today.
Change Payment Behavior
Enable clients to easily track medical expenses paid for without HSA dollars using a CreditHSA card.
Keep HSA investments retained and growing with the ability to realize tax savings later via HSA reimbursement.
Client Acquisition & LTV
Differentiate your firm from other advisors with a unique perspective on HSAs.
Sponsor the tools required to make HSA investing easy, even if you don’t actively manage their HSA, today.
DESIGN PARTNERSHIPS
CreditHSA is pre-product. We’re looking for strategic customers to help shape product vision and join our waitlist.
If you’re a financial/wealth advisor interested in CreditHSA’s value propositions, reach out! We’d love to have a conversation about building a solution valuable for your clients.