Retirement Ready 101
Need help? Call: 516-240-1079

Get Fully Retirement Ready
So You Can Sleep Well At Night.

Everything in place. Everyone protected. Nothing left to chance.

Get 1 on 1 Guidance
Free to talk. No pressure. No cost, ever.
Beth Moss Beth Moss
Your Guide

Meet Beth Moss

"With over 30 years in the industry, I love helping the senior market become truly retirement ready. Between Medicare, Long-Term Care, and Final Expenses, the options are bountiful and overwhelming — my goal is to help you maintain your financial security so you never have to wonder if you'll outlive your savings. And there's never any cost for my help."

Beth Moss

Talk to Beth, It's Free
How I Work

Honest guidance you can trust

I don't get paid more for steering you toward one plan — that's what keeps my advice honest.

📅
Step 1

Tell Me About You

A free call with me — I'll take the time to understand your health, goals, and budget. No rushing. I meet you wherever you are.

🛡️
Step 2

Get Your Simple Plan

Clear recommendations made just for you — in plain English. You'll always know why I'm suggesting what I'm suggesting.

❤️
Step 3

Sleep Well at Night

The hard part is done. Now you relax knowing your plan was built from the ground up — the right way, for your life.

People with a retirement plan feel confident about retiring. 83% of them, in fact. Without one, that number drops to just 38%.

Get 1 on 1 Guidance

Our Partner

We partner with America's top insurance providers

Our partnership with American Senior Benefits gives us access to 240+ carriers — so we shop around and find what's best for you, not what pays us the most.

Humana Aetna UnitedHealthcare Heartland Cigna Anthem DevotedHealth Humana Aetna UnitedHealthcare Heartland Cigna Anthem DevotedHealth

Medicare is often where we start —
but not where we stop

Most people come to us for Medicare — so that's a natural place to start. Already have Medicare handled? Want to talk income or long-term care? We can start right there.

Pillar 1

Medicare & Healthcare

Find the right plan without overpaying or getting stuck with surprise costs. This is where we begin.

Pillar 2

Long-Term Care

Protect your right to age on your own terms, without becoming a burden to your family or draining your savings.

Pillar 3

Life Insurance & Legacy

Make sure the people you love are taken care of, even after you're gone.

Pillar 4

Annuities & Income

Keep your money safe so it grows without risk, and lasts as long as you do.

We also help with Social Security timing and Trusts & Wills.

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The Real Retirement Fear
59%of Americans worry they won't get to retire on their own terms

We make sure you're not one of them.

Nearly half of retirees leave work earlier than planned, whether it's a health scare, a layoff, or something they never saw coming. Being retirement ready means that when the moment comes, it's your decision, not something that happens to you.

Get 1 on 1 Guidance

★★★★★ 5.0 from 87+ Google reviews

Don't just take my word for it

★★★★★

"I felt so at ease with Beth. Signing up for Medicare can be so intimidating, and she made the meeting very comforting. She looked up all my doctors to make sure the plan I chose would fit my needs."

Lisa BrooksVerified Google Review
★★★★★

"Beth Moss is amazing! We found her to be extremely knowledgeable navigating the Medicare process and the many insurance plans available. We would highly recommend her."

Louis MorroneVerified Google Review
★★★★★

"She takes the time to explain everything you need to know about Medicare and what the most cost-effective plan is best for your budget. She is patient, warm and caring."

Cathleen FiorelloVerified Google Review
★★★★★

"I found Beth to be extremely knowledgeable and also very patient with me. I had a lot of questions and she took the time to answer each one very thoroughly."

Robert ShawVerified Google Review
★★★★★

"Beth is a wealth of knowledge. She made the transition to Medicare effortless for us. She has spent hours with us and is never impatient with my endless questions. She is a treasure!"

Barbra WenglerVerified Google Review
★★★★★

"Beth Moss is the most reliable person I have ever dealt with — you can ask her a question and within 10 minutes you have an answer."

Meg NunezVerified Google Review
★★★★★

"She is an extraordinary speaker and for 35 years she has been working with Medicare. There is no cost to you! Her knowledge is unmatched."

Lynn WalkaVerified Google Review
★★★★★

"Beth explained everything to me, and she made it very easy to understand. She answered all my questions."

Therese McLaughlinVerified Google Review
★★★★★

"I felt so at ease with Beth. Signing up for Medicare can be so intimidating, and she made the meeting very comforting. She looked up all my doctors to make sure the plan I chose would fit my needs."

Lisa BrooksVerified Google Review
★★★★★

"Beth Moss is amazing! We found her to be extremely knowledgeable navigating the Medicare process and the many insurance plans available. We would highly recommend her."

Louis MorroneVerified Google Review
★★★★★

"She takes the time to explain everything you need to know about Medicare and what the most cost-effective plan is best for your budget. She is patient, warm and caring."

Cathleen FiorelloVerified Google Review
★★★★★

"I found Beth to be extremely knowledgeable and also very patient with me. I had a lot of questions and she took the time to answer each one very thoroughly."

Robert ShawVerified Google Review
★★★★★

"Beth is a wealth of knowledge. She made the transition to Medicare effortless for us. She has spent hours with us and is never impatient with my endless questions. She is a treasure!"

Barbra WenglerVerified Google Review
★★★★★

"Beth Moss is the most reliable person I have ever dealt with — you can ask her a question and within 10 minutes you have an answer."

Meg NunezVerified Google Review
★★★★★

"She is an extraordinary speaker and for 35 years she has been working with Medicare. There is no cost to you! Her knowledge is unmatched."

Lynn WalkaVerified Google Review
★★★★★

"Beth explained everything to me, and she made it very easy to understand. She answered all my questions."

Therese McLaughlinVerified Google Review
Let's Make It Real

Your Plan Starts With One Conversation.

Book a free consultation. We'll cover whatever you need, in plain English, at no cost.

Get 1 on 1 Guidance

Helping you make better decisions today, for a better tomorrow.

Speak with Beth

516-240-1079

[email protected]

119 N. Park Ave, Suite 403
Rockville Centre, NY 11570