Lippencott Financial Group

Lippencott Financial Group We are a NY-based financial firm working with business owners, corporate executives, and physicians.

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.

Retirement planning is evolving with changes that could affect savings, taxes, and benefits. Staying informed matters. R...
09/02/2026

Retirement planning is evolving with changes that could affect savings, taxes, and benefits. Staying informed matters. Read the article to learn what’s changing and why.

See what changes are in store for Social Security, Medicare, the taxes you owe and the way you save

08/31/2026

: "Opportunities don't happen. You create them." - Chris Grosser

08/26/2026

If you’re planning to leave retirement assets for a loved one with special needs, learn why naming a special needs trust as beneficiary can help protect their benefits.

This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs tru...

08/24/2026

: “What lies behind us and what lies before us are tiny matters compared to what lies within us.” – Henry Stanley Haskins

Not all disability policies are the same—“own-occupation” coverage protects your income if you can’t work in your field....
08/19/2026

Not all disability policies are the same—“own-occupation” coverage protects your income if you can’t work in your field. Read the article to learn how this policy differs and why it matters.

Discover how own-occupation policies protect your income if you're unable to perform trained duties due to disability, plus explore coverage benefits and an example.

08/17/2026

: “You are never too old to set another goal or to dream a new dream.” - C.S. Lewis

Retirement planning can feel overwhelming, but helpful tools are available to estimate costs, calculate savings, and exp...
08/12/2026

Retirement planning can feel overwhelming, but helpful tools are available to estimate costs, calculate savings, and explore options. Read the article to discover useful retirement planning resources that can support your journey.

Use online tools to create a retirement plan. Manage your finances, calculate Social Security benefits, and look up the cost of living where you might retire.

08/10/2026

: “You miss 100% of the shots you don't take.” – Wayne Gretzky

Thinking about launching your own business? This Forbes guide walks you through the essentials…
08/05/2026

Thinking about launching your own business? This Forbes guide walks you through the essentials…

Explore our step-by-step guide to starting your own business in .

08/03/2026

: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” - Vince Lombardi

Address

4 Technology Drive, Ste 260
East Setauket, NY
11733

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16313312964

Website

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