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Visit us at 866 Kempton St. New Bedford MA!

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Ideal Retirement Roadmap and all elements contained herein across this website are property of Ideal Workplace LLC, unless otherwise noted. Ideal Workplace LLC is not licensed, nor is Ideal Retirement Roadmap registered. There are no advisory services or advice offered by Ideal Workplace LLC. All licensed agents operate independently. This website is for general information only and should not constitute any financial, legal, accounting, or tax advice.

David Westgate-(NIPR #19588923) Currently, we represent 8 organizations which offer 40 products in the Bristol and Plymouth Counties area. Contact us about other areas. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.

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  • Home
    • FAQ
    • Raffle Terms and Conditions
    • How-to Video Playlist
  • Retirement Roadmap
    • Retirement Guides
    • Ideal Retirement Roadmap
    • Retirement Roadmap Interactive Presentation
    • Financial Stress Quiz
  • Perfect Portfolio
    • Perfect Portfolio Interactive Presentation
    • Webinar-Perfect Portfolio Overview
  • Medicare
    • Medicare Benefits Form
    • The Ideal Guide to Medicare
    • Client Sync
    • Shop Plans
    • Webinar-Medicare changes through the Inflation Reduction Act
    • Webinar-Medicare Savings Program
  • Social Security
    • Social Security Planning Webinar
    • How to download your Social Security full earnings record
  • Life Insurance
    • Instant Life Quotes
    • Life Insurance Interactive Presentation
    • Life Insurance
  • Webinars
    • Creating a Passive Income Generator Overview
    • Social Security Planning Webinar
    • Perfect Portfolio Overview
    • Medicare Savings Program
  • Blog
    • Medicare
    • Financial
    • Social Security
    • Life Insurance
  • Contact
    • Schedule
    • Subscribe
  • Reviews
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