Contact Us!

We are experts on HSA plans and on the plans in your state, and can help make the process faster and easier. Your Personal Benefits Manager will answer all your questions, and act as your personal contact any time you need to communicate with us.

Personal Consultations

If a Personal Benefits Manager specializing in your state is not available when you call, our receptionist Marla will schedule a telephone appointment.

This will enable your Personal Benefits Manager to thoroughly research your options before the phone call, let you know the pros and cons of the various plans you are considering, and give you their professional opinion as to which plans will best meet your needs. We’ll help you get enrolled with the plan you choose, help you get your HSA set up, and make sure the whole process is easy and understandable.

The easiest way to schedule an appointment is to call our office and let Marla know that you’d like to schedule a time to speak with a consultant. She will gather some basic information from you, so that we can review some plan options prior to our meeting. You can also fill out our Appointment Request form to immediately schedule a meeting with one of our Personal Benefits Managers.

Note: We do have evening and weekend appointment times available.