Financial Advisors
Services for Financial Advisors
Provide Added Value without Wasting Time
As a financial advisor, you give your clients the guidance and expertise they need for their financial goals. With HMM, you can add our resources as part of your service. Not only will this help your clients address a critical need in a specific area, but it will also make your job easier by letting us handle their Medicare questions.
Our personalized Medicare guidance plans walk enrollees through the entire process to ensure their needs are met and their concerns are addressed. We do the same thing for Prescription Drug plans via a custom Plan D evaluation. So far, we’ve saved clients more than half a million dollars on medication.
$500,000 +
We've saved our clients more than half a million dollars by checking their drug plans.
Meet One of Our Clients
Rick Byrd and Mike Sikora of Bighorn Wealth Management rely on HMM to care for their clients’ Medicare needs. As a trusted partner, we assess a client’s situation and respond quickly and appropriately.
For example, a widow in Montana needed help getting enrolled, so we walked her through the process and continue to assess her Part D for best value. Their clients in Indiana needed a virtual consultation to explain their Medicare options and help them enroll. We met online, explained their options, answered their questions and made sure both husband and wife were enrolled in the best way and time for their particular needs.
We kept Bighorn updated on their clients’ status to ensure clear communication. The clients are happy to have the process handled so easily. Rick and Mike are happy to have more time to devote to other management needs, and HMM is happy to be a key resource for both parties. That’s a win all the way around! Bighorn Wealth is among several wealth management firms who trust HMM with their clients’ Medicare needs.
"Our business, in general, requires wearing many hats. Having an expert in the fold who understands the nuances and complexities of Medicare allows us to wear one less hat and spend more time on the many other pressing client planning issues. Lucy’s professionalism gives us peace of mind knowing she has that issue under control. Having her work directly with our clients is a huge benefit because they really appreciate her ability to help them navigate the matrix.”
RICK BYRD
Work Smarter, Not Harder
We help your clients understand Medicare so you don't have to.
Focus on What You Do Best
If we’re fielding your client's Medicare questions, that frees you up to focus on their wealth management.
​
Customized Medicare Roadmap
Working remotely or in person, we create a task-list based roadmap to help your clients achieve their specific goals.
​
Professional Plan D
Evaluation
Using HIPAA-compliant software, we assess your client’s current medication needs and find ways to save them money and alleviate their concerns.