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Business Profile

Retirement Planning Services

Capital Preservation Strategies, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

About This Business

Capital Preservation Strategies, Inc, is a retirement planning service that assists individuals nearing retirement and retirees. They provide financial information and services to individuals nearing or in retirement, assisting them with retirement issues, insurance, and estate planning. 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. 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.


Products and Services

A wide variety of financial products.

Years in Business: 28

Business Details

BBB File Opened:
3/27/1997
Business Started:
8/1/1996
Business Started Locally:
8/1/1996
Business Incorporated:
5/9/2013
Type of Entity:
Corporation
Business Management:
Mr. Arthur Miller, Owner
Ms. Pincus, Office Manager
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. Arthur Miller, Owner
Customer Contacts
Mr. Arthur Miller, Owner
Fax numbers
Other Fax: (847) 433-1240
Additional Phone Numbers
Other Phone: (847) 772-3434

Licensing information

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.

Additional Information

Payment methods
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.
Other Resources
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

More Resources

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