The financial and estate planning team at Wealth & Business Planning Group, LLC (The Financial Quarterback™) brings with it a multitude of experience. Each member possesses a unique competency that combines to provide a comprehensive financial, estate, insurance, and tax planning solution.
Primary Role: Estate plans / Special needs planning / Trust Administration / Elder Law
With attorneys who were raised in Central Florida, and a support staff who knows the pulse of the community, Hallie Zobel will help you and your family personally navigate through some of life’s most important decisions. Hallie is focused on providing legal services in the key practice areas of probate, will, trusts and planning. Within each of these primary areas, Hallie Zobel offers a number of services to meet your individual needs.
Hallie Zobel Esq., Partner HZobel@cplspa.com
201 E. Pine Street, Suite 445
Orlando, FL 32801
Primary Role: Evaluating and providing solutions for all your health coverage needs. Health Insurance, Medicare, and Disability Insurance.
An avid motorcyclist, Don provides individuals, families, and small businesses in need of health, Medicare, and disability insurance. Don and his wife live in Oviedo, FL.
Don Kirkendall , The Insurance Man, Insuranceman@affordableone.com
6960 Aloma Ave
Winter Park, FL 32792
PH: (407) 256-9554
To become a member of our elite team of clients: