Financial well-being is important because of the freedom it provides.

Independent Financial and Insurance Advisor

Your Local Insurance & Financial Consultant

We value the trust and relationship we have with our clients. We are honored and are proud to give families, individuals and businesses the personal attention needed to get it right for your unique needs.

Our goal is to be easily accessible and have open communication with all our clients.

Please feel WELCOME to reach out and make contact with my office. I'm happy to assist with your needs. Our services include financial planning, investments, and insurance services
Contact Us

Our clients’ best interest always come first.

Our clients will recieve attentive and friendly service; always in their best interest.

Our committment is the highest ethical standards in everything we do.

We're living by our own advice.

The advice we give our clients is based on our professional knowledge and best ideas. Our personal portfolio of products are built from the same ideas and products we recommend to our clients.

Financial Planning.

Please click on the + for more details.
Retirement Planning

We are delighted to work with you to design and develop your retirement strategy and also maintain it throughout your retirement years.

The best investment strategy is designed to achieve your lifetime goals.

Your individualized investment strategy puts your money to work for you. It's designed to help you achieve your lifetime goals and preserve long-term financial well-being and prosperity.

Everyone should enjoy the benefits of financial security from the wealth they work so hard to create.

Financial well-being is important because of the freedom it provides. Making it possible for you to obtain your short term and long term goals. The real value of money is what it enables you to accomplish.

Insurance Planning.

Please click on the + for more details.
Life Insurance
Medicare - Health Insurance (Group and Individual)
Buy/Sell Agreement - Key Person Insurance

We offer personalized service and top rated insurance products to meet the varied lifestyles and unique needs of all our customers. That means we can help you find the best value for every stage in life.

Everyone should utilize an Independent Insurance Advisor.

Medicare can be confusing. It makes sense to find a trusted advisor for your Medicare insurance needs. One who is knowledgable and can answer all of your questions and concerns. There is no fee to you, to have a licensed agent help you out. Why not get the assistance you need; and have a trusted advocate on your side.

Are you looking for an individual dental or vision plan that has a strong dentist network and comprehensive coverage?

Client Reviews...

I have used Alyssa for my mother for many years, she is always very helpful. I was so pleased I have recommended some of my clients to her over the years, because I knew they would be well taken care of. I am now a client of hers as well and no matter how many questions I give her she is always pleasant and professional. I highly recommend her. 
We love working with Alyssa. We receive a hi­­gh-level service and a solution to many insurance problems. We hope we will continue our cooperation in the future.
I would like to thank Alyssa Macaluso, my Medicare Agent, for helping me out in selecting a Medicare Plan that best fits my medical and financial needs as a Type 1 Diabetic. Alyssa did all the homework in finding the best plans for my personal needs and thoroughly discussed them with me so I could make the best decision possible. I highly recommend Alyssa Macaluso to anyone looking for a Medicare agent. Alyssa takes the time to listen to your personal needs to find the best plan for you. 

Everyone can benefit from objective professional financial and insurance advice to build and preserve wealth and to protect your health.

It takes discipline and courage to take advantage of financial opportunities; and know when to stay in or out of the markets. Patient accumulation leads to lasting financial security.

Local Seminars Meetings

seminar meeting
Social Security Seminars in May 2023: Check Dates Here.
A few commonly asked questions. How are my Social Security benefits affected if I am still working?
Should I start benefits at age 62 or wait?
What options are more beneficial to married couples, according to current Social Security rules?
How will my Social Security income work together with all other income sources to provide the most secure retirement possible?

Coming Soon dates for Medicare 101 Seminars.

We look forward to a discovery meeting to see how we may help you make a simple plan for the next phase in your life. It's is not a one-size fits-all solution.

Simplify your Retirement Strategy

for Peace of Mind in your Retirement years.

Frequently Asked Questions...

Please click on the + for more details.

Do I have enough life insurance to protect my family, or my business?

What is the difference between a Medicare Supplement and a Medicare Advantage plan?

How do I apply for Medicare?
Do you offer an Individual Dental and/or Vision plan?
Where can I get an individual Health insurance quote?
How can I protect my retirement money in a Bear Market?

Behavior is the biggest determinant of financial success and to safeguarding your health. Protect your health and loved ones with proper insurance coverage.

The decisions we make, not the markets or the economy or tax laws, have the biggest impact on our long-term financial security.

Independent Financial and Insurance Advisor

If you live in Texas, YOU'RE WELCOME to contact me for help with your insurance needs.

icon - /uploads/s/f/s/s/fssghkukjw4b/img/full_I4sMHbnm.png

Alyssa Macaluso

icon - /uploads/s/f/s/s/fssghkukjw4b/img/full_9XQ35Jsx.png