Jerry Graham



A Professional

 


Capital Preservation Strategies is a retirement planning and insurance firm that specializes in advising business owners, professionals, seniors, and those nearing retirement on how to safeguard their financial assets. We provide personalized retirement and insurance services for those who want to protect and grow their savings and investments to generate inflation adjusted retirement income and for purposes of reducing the cost of their insurance. All of our plans are principal guaranteed by A+ or A rated insurance companies.

Art Miller, president of Capital Preservation Strategies,
is a licensed insurance sales producer who guides clients in Chicago's North Shore and the Greater Chicago area through the process of preserving and increasing their assets.  In addition to providing personal consultations, Mr. Miller conducts workshops on asset protection for small businesses, organizations, and individual groups throughout the year.

Capital Preservation Strategies is committed to helping clients protect and increase their life savings through a series of asset preservation vehicles. We counsel seniors on how to avoid the most common financial mistakes.  By actively listening to and understanding our clients' desires for their retirement years, we work together to develop a portrait of their core financial priorities, in order to personalize each financial plan to meet our clients' needs and fulfill their retirement goals.

Crafting individually-tailored accumulation and income plans as well as company retirement plans, we make certain that our clients will preserve what they have worked so hard to attain.  It is our mission to help professionals, and business owners, and seniors improve their standard of living, stay ahead of inflation, never outlive their income, guard against stock market losses, reduce income tax and estate taxes, and avoid the expense of long-term illness.



We invite you to browse through our website and peruse our services.  Appointments can be made by contacting us by phone or e-mail at amiller@cpstrategies.net.  To schedule a free consultation, contact us.  Our office is located at 480 Elm Place, Suite 107, in downtown Highland Park.  Mr. Miller conducts office and in-home appointments.  We can be reached at  (847) 433-1220 or 1-800-433-7582. 

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Capital Preservation Strategies | Phone: (847) 433-1220 or Toll Free 1-800-433-7582