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                    Our Process

                    Client Process

                    • Discover your concerns and objectives

                    • Provide a clear analysis and projection of your personal and business financial information

                    • Presents strategies to help achieve your objectives and protect human capital*

                    • Collaborate with your circle of advisors

                    • Implement and follow-up with your plan

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                    Disclosure

                    Donald Lippencott is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F17333), CO, CT, DC, DE, FL, IA, ID, IL, MA, MD, ME, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, VT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

                    As a New York Life Agent, Donald Lippencott is licensed and authorized to offer insurance in California, but Lippencott Financial Group may not be. For additional information on California licensure status, please click here.

                    Donald Lippencott is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4 Technology Dr 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, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

                    Donald Lippencott is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

                    Donald Lippencott is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

                    Lippencott Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                    Neither Lippencott Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                    For more information about NYLIFE Securities LLC and its investment professionals.

                    Click here
                    Lippencott Financial Group > Logo > Transparent Background
                    • WHO WE ARE
                      • OUR FIRM
                        • OUR TEAM
                          • OUR PROCESS
                          • WHAT WE DO
                            • AREAS OF EXPERTISE
                            • OUR RESOURCES
                              • STRATEGIC ALLIANCES
                                • THIRD PARTY PROFESSIONALS
                                • CLIENT EDUCATION
                                  • NEWSLETTERS
                                    • VIDEO LEARNING LIBRARY
                                    • LOCATION & CONTACT

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