Getting help with HSA sign up, onboarding or strategies will ensure you get the most out of your HSA benefits. The legal, tax and financial nuances of an HSA can make even a seasoned expert feel squeamish.
Having an HSA expert (like the customer support team) in your pocket ensures you can use your HSA the way(s) it works best for you. No matter if just signed up for an HSA, want to transfer an HSA or have a robust HSA investment balance, we can help you.
HSA Consulting Services
At some point, even the savviest HSA user needs some help to find ways to optimize existing HSA structures and benefits. This can be as simple as lowering HSA account fees or as unique as finding a way for a non-dependent child to open and maximize an additional HSA. You know your needs better than we do, but here are some ways we can help you today:
- HSA Set Up
- HSA Administration Advice
- Payroll Syncing
Employee Education and Engagement
Time is money. HSA education provides an opportunity for even more savings. Coupled together, the less time you have to commit to HSA education, the more money employers can save. The same goes for employees. Having HSA resources at your fingertips means you can get what you need and get going. Backing that up with live chat ensure you won’t waste a second. Need to chat with an HSA expert? They are only a click away.
HSA Strategies and Best-Practices
What is your HSA savings, spending or investing strategy? There are many roads to travel down. An HSA intersects health, lifestyle, and finance. No matter if you are reviewing short-term HSA spending and savings options or saving for health costs in retirement, we can help you understand your options. You can use our HSA best-practices to mold your HSA to fit your needs.
Don’t get frustrated when you hit an HSA roadblock. Contact the Lively support team and we can get you headed back in the direction you need to go.
Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.