Leading the convergence of health and wealth planning.

Primary tabs

chsa logo
hsa vista logo

Access Point HSA helps financial service and employee benefit firms maximize the growing opportunity available through Health Savings Accounts (HSAs).

Access Point accomplishes this by offering customized information on the HSA provider marketplace through its subscription-free online database, HSA VISTA​, by educating and training through its comprehensive, DALBAR-approved, Certified Health Savings Adviser Designation Program (CHSA), as well as providing customized materials and support to financial firms. At the intersection of wealth management and consumer driven health care you will find AccessPointHSA.com. It is here that we implement our partner-driven consulting practice based on over a decade of benefit, retirement and investing experience. Access Point HSA works with all stakeholders in the march towards efficient health care consumption and positive retirement outcomes.