Capital Preservation Strategies is committed to helping clients protect and increase their life savings through a series of asset preservation vehicles. It is our mission to help near-retirees and retirees, including business owners and professionals, avoid the most common financial mistakes, 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 or mitigate the expense of long-term illness. Listening closely to our clients’ desires for their retirement years, we work with them to develop a portrait of their core financial priorities and 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 preserve what they have worked so hard to attain.
Art Miller formed Capital Preservation Strategies in order to address the retirement crisis facing so many near-retirees and retirees today. His mission is to see the world through his client’s eyes so he may understand how to best inform them and work together to design strategies that ensure sufficient inflation-adjusted income for as long as they live.
For 26 years, Art Miller has provided financial guidance to professionals, small business owners, those nearing retirement, and retirees, helping them protect their principal and make certain that their savings last. He has counseled clients throughout the Greater Chicago area on how to increase their income and reduce taxes, avoid probate, and eliminate the risk of depleting assets due to nursing home costs. Mr. Miller is a member of The Financial Planning Association, The National Association of Insurance and Financial Advisors, and the National Association of Life Underwriters.