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
Hallie Zobel Esq., Partner HZobel@cplspa.com
201 E. Pine Street, Suite 445
Orlando, FL 32801
PH: (407) 647-7887
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
To become a member of our elite team of clients: