Unlock Your Financial Confidence with Estate Preservers: Annuities, Insurance & Mortgage Experts

Enhance your wealth, safeguard your priorities, and ensure a lasting legacy with tailored annuities services, insurance services, and mortgage solutions.

Schedule a Free Consultation Today

Empowering Your Future, One Smart Decision at a Time

At Estate Preservers, we pride ourselves on providing tailored financial consulting solutions designed to meet the unique needs of clients throughout Broward County, Miami-Dade County, Palm Beach County, Boynton Beach, and Martin County, Florida. Our dedicated team offers expertise in investment advice, tax consulting, annuities services, and insurance services to help you secure a prosperous financial future.

Grow Smarter, Protect Stronger with Indexed Annuities

Consider rolling over your 401(k) or 403(b) into an indexed annuity for comprehensive financial consulting. This approach provides downside protection and growth tied to market indexes such as the S&P 500, alongside tax-deferred income. Experience these benefits without jeopardizing your principal, with expert investment advice and tax consulting services.

Take Control with Our Smart Financial Calculators

Quickly estimate your retirement income, life insurance requirements, or optimal IRA strategy. Our interactive tools simplify complex financial consulting, enabling you to make informed decisions swiftly and effectively. We offer comprehensive annuities services and a wide range of insurance services to safeguard your assets and provide peace of mind. Our products are designed to offer you protection and sustainability, ensuring that your economic interests are well-covered.


Your retirement shouldn’t be left to chance. AIMS helps you understand and maximize your retirement options—including 403(b) plans, FERS (Federal Employees Retirement System), IRAs, and indexed annuities.

We offer solutions that include:

  • Rolling over your 403(b), 401(k), IRA, or TSP
  • Maximizing FERS retirement benefits for federal employees
  • Guaranteed principal protection with indexed annuities
  • Tax-deferred retirement income
  • Pension gap planning and lifetime income options
Creative business people working on business project.jpg

Why Choose Estate Preservers?

We’re committed to helping individuals and families make smarter financial decisions. Whether you’re in your 30s, 50s, or nearing retirement—Estate Preservers is here for you.

Schedule a Free Consultation Today

Over 20 years of industry experience

Personalized, unbiased advice

Licensed financial professionals

Nationwide service and support

Business colleagues collaborating and discussing project plans e1603078432543.jpg

Learn How Cash Value Life Insurance Builds Wealth

Life Insurance & Cash Value Solutions

Insurance isn’t just about protection—it can also be a powerful wealth-building tool. AIMS offers flexible coverage including cash value life insurance that grows over time and supports both your protection and financial goals.

We offer:

  • Whole life and universal life insurance with built-in savings
  • Tax-advantaged growth through cash value accumulation
  • Final expense and long-term care options
  • Family protection, estate planning, and living benefits
Schedule a Free Consultation Today

Estate
Preservers Reviews

See what others have to say about us

So happy to have an advisor who understands our goals.

9.png
Tyler Morgan

My experience with Ted was great. I worked with Ted to get a free assessment of my goals and current situation. I feel like it's important to mention that I haven't yet committed to joining on yet. Those reasons are more internally personal, and have nothing to do with my overall experience. Below is a small summary of the impression I was left with.

Joshua Lane

After interviewing a few financial planners, we decided to work with Estate Preservers. They made us feel very comfortable and confident based on her wealth of financial knowledge. During our conversations, she was very patient and answered all of our investment and retirement questions without making us feel rushed. To our surprise, after reviewing our information, they educated us on how to possibly retire sooner. My wife and I are so blessed we found her. We look forward to building a long lasting relationship with them.

Austin Hayes

I would add "Good-Hearted, Good Listener, Trustworthy, Smart, Patient" From our initial consultation, it was clear he possessed a deep understanding of complex financial concepts. He took the time to thoroughly assess my unique financial situation, listen to my goals and then developed a tailored plan that aligns with my long term objectives. His approach was both strategic and thoughtful, and he gave me ideas that I hadn't considered before. Ideas that are allowing me to plan my retirement with a clearer sense of security. And clear cut ways to achieve my financial goals. I walked away with not only information, but a sense of confidence in myself I could carry out the financial plan.

Eric Vaughn

Get In Touch

Telephone:

+1 786-330-7249

E-mail:

info@intellibank.org

Address:

Boynton Beach, 33435, Florida, United States

Image (4)

Ted Masters
CEO