BBB Accredited Business Profile

Capital Preservation Strategies, Inc.

Capital Preservation Strategies, Inc.

(847) 433-1220

Capital Preservation Strategies, Inc.

21 years in business
480 Elm Pl
Ste 107
Highland Park, IL 60035-2535
Fax Numbers
  • (847) 433-1240
Additional Phone Numbers
  • (800) 433-7582
Additional Email Addresses
  • artm@cpstrategies.net
  • artm@cpstrategies.net
BBB File Opened: 03/27/1997
Business Started: 08/01/1996
Business Started Locally: 08/01/1996
Business Incorporated: 05/09/2013 in IL
Type of Entity
Corporation
Business Management
  • Mr. Arthur Miller, Owner
  • Ms. Pincus, Office Manager
Business Category
  • Insurance Consultants
  • Insurance - Health
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Disability
  • Financial Services
  • Insurance - Employee Benefits
  • NAICS: Investment Advice
  • Consultant - Employee Benefit Plans
  • Estate Planning & Management

Products & Services
A wide variety of financial products.
Service Area
CITY OF CHICAGO, NEAR WEST SUBURBS (WESTERN COOK), NORTH SUBURBS (LAKE & NORTHERN COOK)
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.
Methods of Payment
  • Checks are made payable to the financial institution that the client selects.
Refund & Exchange Policy: 
Refunds are provided on a 15 day free look period.
BBB accredited business

A+

Overview



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.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Capital Preservation Strategies, Inc.

Capital Preservation Strategies, Inc.

BBB ACCREDITATION SINCE 11/01/2007

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