Lippencott Financial Group Information

Lippencott Financial Group, a financial consulting firm, primarily focuses on privately held business owners, corporate executives, physicians and other successful individuals. Our firm assists our clients in obtaining the peace of mind they desire through our objective driven process. Our interest lies in helping our clients achieve the following objectives: protect their assets from excessive tax burdens and potential undesirable future creditors, pass on their hard-earned assets or even their businesses to their desired heirs in a manner that enables them to leave the legacy they intended and ensure that the client’s desires for charitable giving are crystallized and are able to be continued for future generations. Donald E. Lippencott and George Diffendale are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Donald E. Lippencott and George Diffendale are Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 4 Technology Drive, Ste 260, East Setauket, NY 11733, (631) 331-2964. Donald E. Lippencott and George Diffendale are not licensed in all jurisdictions. Neither Donald E. Lippencott, George Diffendale nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Our firm is not owned or operated by New York Life Insurance Company or its affiliates.