Services for Financial Advisors
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.
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.
We help your clients understand Medicare so you don’t have to.
No – we can only determine what money if any, you might save after checking your medication list. We can absolutely promise peace of mind. If there’s money to be saved, we’ll find it. Each year, roughly half of our clients need to switch Part D plans, and they typically save $1,000 – 3,000.
Absolutely. HMM offers remote Medicare help for clients in all 50 states. We can also help adult children in one city/state manage Medicare coverage for their parents in a different part of the country.
There is no price tag on peace of mind, and for many, the anxiety itself is very costly.
You might only meet your clients a couple of times a year for a portfolio review, but they go to the pharmacy every month or every quarter. They get anxious when confronted with the cost of their medications. Nobody likes to pay more than they have to, even if they can afford it. With HMM, you provide them with confidence and peace of mind. These things have value regardless of the size of their portfolio.
Since assuming control of HMM following the original founder’s retirement, Lucy Higginbotham has discovered a new passion for helping clients save money on healthcare coverage. Helping people alleviate apprehension and confusion as they enter Medicare is a rewarding feeling that never gets old.
A 7th generation Texan from San Antonio, Lucy is a devoted wife and mother as well as a passionate follower of Jesus Christ. She enjoys hunting, helping others, and spoiling Fezzick, her family’s black Labrador Retriever.
Before assuming her leadership position at HMM, Lucy was a published journalist and the Vice President of Product Development for Higginbotham, Inc.