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Jack Scott, Principal

Jack Scott, Principal

Jack Scott is a founding principal in Comprehensive Integrated Planning, Inc (CIP). He created and developed a 20-Step Planning Process and the Best End Results Estate Plan. With 21 Math Modeling estate planning Techniques and more than 74 enhancing Ideas, the Planning Process and proprietary CIP Estate Planning Software™ have saved CIP’s clients billions of dollars in estate and gift taxes.

Previously, Jack was President of Pension Plans, Inc. (PPI), which administered 300 corporate retirement plans. In 1970 PPI was one of seven firms that founded Retirement Administrators and Designers of America (RADA), an association that created a computer system to administer retirement plans. In 1985, RADA was comprised of 46 independent firms nationwide, administrating more than 15,000 corporate retirement plans.

Jack was both a Board Member and President of RADA (1981-1983). He also served as a Board Member for Partners Financial (1989-1991) and the International Forum Board (1999-2000). He is a nationally recognized speaker on estate tax planning and has given seminars to more than 600 financial planners, CPAs and other professional advisors.

Jack received his Bachelor of Arts degree from DePaul University. He and his wife, Nancy, live in Columbus, Ohio and have four children and twelve grandchildren.