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HSA Advisory Services

We will act as investment advisor, fiduciary and consultant to your Health Savings Account.

From optimal plan design and implementation to in-person education and reporting, Larmann Financial will see to it that your participants maximize the benefits that an HSA offers. We extend our independent advice and tailored support to HSA’s, helping you invest in the future health of your employees.

Larmann Financial will:

  • Design a plan that best suits the client and identify appropriate plan Provider(s)
  • Educate all employees on the value of an HSA and how to use it as a retirement savings vehicle
  • Select, monitor, replace and report on the HSA’s investments
  • Act as a named, in-writing fiduciary on the HSA plan and its investments
  • Monitor the plan Provider to ensure fees are reasonable, and that it remains the prudent solution for the plan
  • Provide an Annual review meeting on the Plan, Provider, Investments and Fees

To learn more about starting a Health Savings Account and other ways we can help you help your clients, please contact Larmann Financial at 513.624.2800

Last reviewed 6/1/2022

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