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BBB Accredited Business since 11/01/2007

Capital Preservation Strategies, Inc.

Phone: (847) 433-1220Fax: (847) 433-1240View Additional Phone Numbers480 Elm Pl, Ste 107, Highland ParkIL 60035-2535 Send email to Capital Preservation Strategies, Inc.

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Description

Capital Preservation Strategies, Inc, is a retirement planning service which assists individuals nearing retirement and retirees in preserving their income and reducing expenses to improve their quality of life. Located in Highland Park, IL, this company serves individuals in Deerfield, Highwood, Lake Forest, Glencoe, Winnetka, Lake Bluff, and Bannockburn. Owner Art Miller has over 25 years of experience in financial guidance and is a member of The Financial Planning Association, The National Association of Insurance and Financial Advisors, and the National Association of Life Underwriters. As well as private consultations, Miller has presented educational seminars to a variety of audiences, including AARP members, Retired Sheet Metal Workers, the Chicago Bar Association, the Illinois Retired Teachers Association, and the Kiwanis Club.

This company provides financial information and services to individuals nearing or in retirement, assisting them in issues related to retirement, insurance, and estate planning. Their services include analysis of retirement plans and IRAs, executive deferred compensation, health care plans, probate risk, estate risk, interest earnings, long-term care risk, social security taxes, and Medicare/Medicaid supplements. These analyses help clients understand what areas of their finances need improvement and how they can ensure that their retirement funds are secure. In addition, they offer pre-retirement planning (such as help with IRA planning), company benefit plan analysis and planning, transitional planning and long-term care planning, estate planning, referrals to attorneys for living trusts, attorney reviews, and family financial survivorship guidance, including lifestyle maintenance for surviving spouses.

Visit the website for Capital Preservation Strategies, Inc, to learn more about the services they offer, utilize their free IRA tools, read about retirement planning and risk management, and request a free consultation for retirement planning or pre-retirement planning.

BBB Accreditation

A BBB Accredited Business since 11/01/2007

BBB has determined that Capital Preservation Strategies, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 16 factors. Get the details about the factors considered.

Factors that raised Capital Preservation Strategies, Inc.'s rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Capital Preservation Strategies, Inc.

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

top
BBB file opened: 03/27/1997Business started: 08/01/1996
Business Management
Ms. Pincus (Office Manager)
Contact Information
Principal: Mr. Arthur Miller (Owner)
Business Category

Retirement Planning Service, Insurance - Health, Insurance - Life, Insurance - Long Term Care, Insurance - Disability, Insurance Consultants, Financial Services, Insurance - Employee Benefits, Consultant - Employee Benefit Plans, Estate Planning & Management

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As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.