Ornelas Financial Service

Ornelas Financial Services, Inc. is a trusted financial planning firm specializing in assisting retirees and those approaching retirement. We are committed to providing you with the information you need to make informed decisions about your financial future. Our primary goal is to help you avoid costly mistakes that can deplete your retirement savings. We aim to demystify the process of investing, managing risk, preparing for retirement, and preserving your wealth. By offering personalized guidance and practical solutions, we strive to build long-lasting and trusted relationships with our clients.

Our Services

As an independent insurance broker, our mission is to find you the best policy at the most competitive price. Our extensive knowledge of the industry and strong carrier relationships enable us to deliver top-quality products tailored to your unique needs. Here is a list of the services we offer:

1. Individual Health Insurance: We provide comprehensive health insurance policies for individuals, ensuring you have the right coverage at the right price.

2. Life Insurance: Our life insurance options are designed to provide financial security for your loved ones in the event of your untimely demise.

3. Group Benefits Packages: For business owners, we offer customized group benefits packages to protect your employees and their families.

4. Medicare Supplemental Insurance: Our Medicare supplemental insurance plans bridge the gap in coverage, ensuring you have access to quality healthcare services.

5. Long-Term Care: We offer long-term care solutions to help cover the costs of extended healthcare services, protecting your assets and providing peace of mind.

6. Retirement Planning: Our retirement planning services help you navigate the complexities of retirement planning, ensuring a secure and comfortable future.

7. Final Expense Plans: Our final expense plans provide financial assistance to cover end-of-life expenses, alleviating the burden on your loved ones.

8. Annuities: Our annuities offer a reliable income stream during retirement, helping you maintain your lifestyle and financial security.

Our Company

Originally established in Chicago as JS Sherman and Associates, Ornelas Financial Services, Inc. has been a proud South Florida business since 1975. Founded by Jeffrey S. Sherman, CLU, our firm has built a reputation for excellence in financial planning and insurance services.

Health Care Reform

The health insurance landscape has undergone significant changes due to the Affordable Care Act. At Ornelas Financial Services, Inc., we stay up-to-date with the latest reforms, ensuring our clients receive the most current and accurate information about their coverage, benefits, and eligibility.