Broker Check

Resources and Links

Open a Health Saving Account

Your health and financial well-being are connected. You can make the most of both for today's needs and tomorrow's dreams by opening a Health Savings Account (HSA). An HSA is an individually-owned, tax-advantaged account that you can use to pay current or future IRS-qualified medical expenses. With an HSA, you will have the potential to build more savings for both healthcare expenses and retirement savings through investment options. Once you have completed the application, please notify us

Click on the HSA logo below to get started and see if you qualify. Feel free to contact us if you have any questions.

Image result for hsa bank


Links to our Strategic Alliances:

Win Win Wisdom

Win Win Fire Teams

Costello Insurance Association, Inc. (Pat Costello Property & Casualty for Aviation)

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herewith you are leaving this site. SagePoint Financial, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system Issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Win Win Investment Plannings web-site and assume total responsibility and risk for your use of the sites you are linking to.