2019 TAPO Jamie Greenleaf Has A Lot to Say About HSAs

healthcare fiduciary guidance
Jamie Greenleaf

“We’ve been having meaningful impact on our employees and employers that we work with, and so they recognized that as a positive,” Jamie Greenleaf, Lead Advisor and Principal with retirement planning powerhouse Cafaro Greenleaf, says about being named the 2019 Top Advisor By Participant Outcomes (TAPO). Here she describes Health Savings Accounts (HSA), and how she’s making them work for her clients and her business.

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