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.
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.
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.
