Are you making the most of your HSA?
Your Health Savings Account (HSA) can do more than cover doctor visits! An HSA can be a powerful tool to help you save on healthcare costs while growing your retirement nest egg.
As you approach retirement, understanding how to maximize your HSA can:
✅ Provide tax-free savings for medical expenses in retirement
✅ Cover everything from prescriptions to long-term care premiums
✅ Reduce your taxable income today while growing your savings for tomorrow
Below, find our complimentary resource covering how you can utilize your HSA as part of your financial planning strategy!
Do you have an HSA that you would like to use in retirement?
Tap into the expertise of one of our wealth management professionals and receive personalized guidance on how to draw your Health Savings Account with a plan. Pick a date and time that works best for you below!
About Mainsail Financial Group
At Mainsail Financial Group, we believe in goal-based planning. We know that proper planning is an ongoing process and that as the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building long-lasting relationships as financial stewards and trusted fiduciary advisors for you, your family, and your legacy.
We focus on providing retirement-age individuals and families a plan for long-term security and a comfortable lifestyle, addressing tax-efficient strategies and legacy planning. As fee-only advisors, we are compensated solely through an annual fee that we agree on from the onset. This provides for our comprehensive planning and ongoing relationship as guardians of your wealth. We believe in transparent pricing; no surprises or underlying incentives for products or solutions that may not be in your best interest.
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Advisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser. For informational purposes only, not intended as tax advice. Please consult a tax professional when appropriate.