Who We Are

The emergence of the Health Savings Account (HSA) over the past years has brought together wealth management and consumer-driven health care. It is at this intersection of wealth and health that one finds Access Point HSA.

Access Point HSA assists all stakeholders to maximize the rapidly growing opportunity available via HSAs.

Access Point offers:

INFORMATION through its detailed and customizable analysis of the HSA provider marketplace through its powerful online database, HSA VISTA PREMIER®; 

EDUCATION & TRAINING via its comprehensive, DALBAR-approved, Certified Health Savings Adviser (CHSA®) Designation Program;

SUPPORT by providing customized materials, presentations and Q&A services to stakeholders.

What Lies Ahead

Health care costs are projected to rise annually by approximately 6 to 7 percent in the upcoming years.  These increases will place additional financial stress on both employers and employees to find strategies to deal with the ever-increasing burden of health care costs.  The consumer-driven health care plan coupled with the health savings account is one of the best tools available to assist both employers and employees manage health care costs.

According to Fidelity, a 65-year old couple retiring in 2017 will need to cover an average of $275,000 in health care costs during their retirement. The triple-tax-free characteristic of the HSA, makes it the #1 tool available for individuals and families to pay health care costs both today and in retirement.