As owners of Consult Icon Insurance Solutions …
Angelo Morales & Maggie Egas specialize in retirement income planning for teachers & administrators (CalSTRS), as well as school supporting staff (CalPERS) throughout the Bay Area & Central Valley. Through our seminars held at all public schools, hotel conference meeting rooms and, upon request, private home presentations, we educate about your CalSTRS & CalPERS retirement system, keeping you informed of any and all changes to your existing plan, and reviewing your district supplemental account (403b) options. We build you a complete retirement road map to include your pension benefits, supplemental income from your 403b's, IRA's, Roth IRA's, 401k's, and incorporate inflation, as well as social security benefits to give you an accurate income projection throughout your retirement. We will review your situation every two years, or as needed, in order to keep your plan accurate and on track.
Angelo was born and raised in the Bay Area, and has been self-employed for 24 years. Maggie was born Havana, Cuba and moved to Southern California at the age of 5. She then moved to the Bay Area at the age of 22, and also has been self-employed for the past 24 years. Maggie speaks fluent Spanish, giving Consult Icon the ability to cater to both English & Spanish clientele. We will be hosting a radio show throughout the Bay Area serving both English & Spanish markets titled: “Safe Money Radio”. We specialize in retirement income planning for teachers & school staff, but do retirement planning for other occupations as well. We structure 401ks, 403b’s, IRA’s, Roth IRA’s, Non-Qualified Accounts, 529’s (College Saving Plans) for our clientele’s future financial needs. We have extensive knowledge about college savings & planning in order to help minimize the cost to you of your children’s’ education by structuring your assets to help qualify you for the most possible amount of grants & endowments, thus getting them the best education for the lowest costs.
“Consult” Icon Insurance Solutions today to take control of your of your retirement future.
Feel free to call with any specific questions, to schedule a personal meeting or to request a seminar. We come to your school or home, or if prefer, you are welcome to come to our offices.
Office: (925) 273-7007
Fax: (925) 273-7008
Angelo's Mobile: (925) 787-9435
Maggie's Mobile: (925) 787-9448