Lippencott Financial Group is a financial consulting firm primarily focused on privately held business owners, corporate executives, physicians and other successful individuals. We assist our clients in obtaining the peace of mind they desire through our objective driven process. Our interest is helping clients achieve the following objectives:- Protect their assets from excessive tax burdens and potential undesirable future creditors.- Pass on their hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.- Ensure that the client’s desires for charitable giving are crystallized and are able to be continued for future generations.

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.----------Donald E. Lippencott (CA Ins. Lic # 0F17333) is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, CT, FL, MA, NC, NJ, NY, OR, PA, TN, TX, VA, VT, and WA. No insurance business may be conducted outside these states referenced. Donald E. Lippencott is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. 4 Technology Drive, Ste 260, East Setauket, NY 11733. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, MA, NC, NJ, NY, OR, PA, TN, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Donald E. Lippencott is also registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, CO, CT, FL, MA, NC, NJ, OR, PA, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states where the representative is licensed as an investment adviser representative as indicated above. Lippencott Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.