Help My Medicare

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.

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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

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.

Plan D

Using HIPAA-compliant software, we assess your client’s current medication needs and find ways to save them money and alleviate their concerns.

Ready to provide added value to your clients?

to get started

Can you guarantee I'll save money on a drug evaluation?

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.

I don't live in Texas. Can you help me?

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.

My wealth management clients are usually high net worth individuals. Why would saving a few dollars on drugs make a difference to them?

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.

Can you guarantee my employees will choose Medicare over the group policy?

No – but we can guarantee that they will leave the seminar with a far greater understanding of their options. This improves their ability to make an informed choice, which in turn increases the likelihood that they will switch to Medicare. In some cases, it is not in their best interest to leave the group policy! HMM seminars help them decide what is best for them.

Lucy Higginbotham

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.