Odalis M. Lopez, CFP® Licensed Sales Agent
MEDICARE QUESTIONS ANSWERED
Open Enrollment starts
October 15th through December 7th.
If you or someone you know is turning 65 years old or would like an objective review of their Medicare choices,
we are here to assist you get answers to your questions.
Call our office today:
305-677-3675
La inscripcion abierta comienza del 15 de octubre al 7 de diciembre.
Si usted o alguien que conoce esta por cumplir 65 años desea una revision objetiva de sus opciones de
Medicare,
estamos aqui para ayudarlo a obtener respuestas a sus preguntas.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
The Sterling Team targets critical areas that challenge business owners and families. We capably guide them through the healthcare and insurance dilemmas they face by providing the best options available in the market and breaking down the insurance lingo to ensure clients really understand what they are purchasing instead of just buying into all of the jargon.
El equipo de Sterling se enfoca en areas critiicas que desafian a los dueños de negocios y las familias. Los guiamos habilmente a través de los dilemas de atencion médica y seguros que enfrentan al brindarles las mejores opciones disponibles en el mercado y desglosar la jerga de los seguros para asegurarnos de que los clientes realmente entiendan lo que estan comprando en lugar de simplemente aceptar toda la jerga.
Visit OML Financial Associates' website for Investments, Retirement Planning, Life Insurance and more:
https://omlfinancialassociates.com
Securities offered through Chelsea Financial Services, a registered broker-dealer and member, FINRA. Investment Advisory Services offered through Chelsea Advisory Services, Inc., an SEC Registered Investment Advisor.
Newsletters
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.