BBB Accredited Business since
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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.
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A BBB Accredited Business since
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 13 factors. Get the details about the factors considered.
Factors that raised the rating for Capital Preservation Strategies, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420
Business ManagementMr. Arthur Miller, Owner Ms. Pincus, Office Manager
Number of Employees
Retirement Planning Service Financial Services Insurance - Employee Benefits Consultant - Employee Benefit Plans Estate Planning & Management Insurance - Health Insurance - Life Insurance - Long Term Care Insurance - Disability Insurance Consultants Investment Advice (NAICS: 523930)