CIP
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MATH MODELING
Illustrates comparative analyses of your current vs. prospective financial plans.

20-STEP PLANNING PROCESS
Identifies and implements a comprehensive blend of estate planning techniques.

CLIENT RESULTS
Real clients, real results...and the lessons we've learned along the way.



Solid Foundations for a Solid Future

Comprehensive Integrated Planning, Inc. (CIP) will work with you to meet the following estate tax planning goals and objectives:

  • Transfer assets (in some cases 80 to 100%) to your adult children and grandchildren without paying gift or estate taxes.

  • Transfer assets without losing control of the assets.

  • Implement techniques that accomplish the above goals while improving annual cash flow and increasing your financial security.

  • Use our proprietary math modeling software to compare your current estate plan with a CIP estate plan for up to 30 years into the future.

  • Customize your growth and income assumptions for each of your assets to see the true effectiveness of the planning process.