About Our Firm
Comprehensive Investment Solutions®, LLC (CIS), is an independent, fee-only financial planning and investment advisory firm located in Yardley, PA. CIS is also a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC).
CIS helps individuals and small business owners prepare for and navigate times of financial transition. For individuals, this can include retirement planning, transitioning into retirement, receiving a large lump sum of money, estate succession planning, gifting and surviving a spouse.
Our work with small business owners is often focused on helping them utilize their business investments to build personal wealth through retirement plans, benefits programs, succession planning and the ultimate sale or disposition of their business interests. Also, we can help them increase their ability to attract and retain employees by putting in place, or improving, a company’s retirement plan.