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BBB Accredited Business since

Capital Preservation Strategies, Inc.

Phone: (847) 433-1220 Fax: (847) 433-1240 View Additional Phone Numbers 480 Elm Pl  Ste 107, Highland Park, IL 60035 View Additional Email Addresses

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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.  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

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.

Customer Complaints Summary

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

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Capital Preservation Strategies, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: March 27, 1997 Business started: 08/01/1996 in IL Business started locally: 08/01/1996 Business incorporated 05/09/2013 in IL
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

Type of Entity


Business Management
Mr. Arthur Miller, Owner Ms. Pincus, Office Manager
Contact Information
Principal: Mr. Arthur Miller, Owner
Business Category

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)

Products & Services

Capital Preservation Strategies, Inc. sells the following brand(s): A wide variety of brands.

Capital Preservation Strategies, Inc. offers the following product(s): A wide variety of financial products.

Method(s) of Payment
Checks are made payable to the financial institution that the client selects.
Refund and Exchange Policy
Refunds are provided on a 15 day free look period.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.