Financial Advisors

A smarter way to build retirement savings

HealthEquity offers a number of retirement-integrated HSA solutions with trusted partners that can help individuals get a more holistic view of their retirement savings and help them better prepare for retirement.

Retirement Integrations

Most of our retirement plans are sold by financial advisors because our unique solution eliminates hours of unnecessary work allowing advisors to focus on providing financial advice and education for employees.

Conflict-free compensation
Advisors using our platform can maintain their current levels of compensation without conflicts of interest.

Highly differentiated offering
Our HSA-integrated approach allows you to differentiate how you can help your clients better prepare for retirement.

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30 to 35% of projected expenses in retirement will be health related and using HSA dollars for those expenses can save the average couple about $100,000