Ideal Retirement Roadmap

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Ideal Retirement Roadmap Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Ideal Retirement Roadmap, Financial Consultant, 866 Kempton Street, New Bedford, MA.

Ideal Retirement Roadmap provides retirement education and planning services, helping groups, employers and individuals understand Medicare options, Social Security claiming strategies, retirement income planning, and long-term care considerations.

Register for these two seminars.
10/10/2026

Register for these two seminars.

Have questions about your Medicare coverage for 2027? Join Registered Social Security Analyst® and licensed agent-David Westgate for a no-cost Medicare Plan Review Event at Hawthorn Medical.

Tuesday, October 13, 2026 at 10 AM
Monday, November 16, 2026 at 10 AM

Hawthorn Medical Conference Center
535 Faunce Corner Road, Dartmouth, MA 02747

Review plan changes, compare available options, and get answers to your Medicare questions. Whether you are new to Medicare or reviewing your current coverage, you are welcome.

Seats are limited! Call or text David at 774-855-6600, or scan the QR code in the image or https://retirementroadmap.net/hawthorn-events/ to register. Unable to attend? Call to schedule a no-cost one-on-one consultation.

For accommodations of persons with special needs at meetings, call 774-855-6600 (TTY 711). We do not offer every plan available in your area. Currently we represent 8 organizations which offer 42 products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Not affiliated with or endorsed by Medicare or any government agency. A licensed insurance agent will be present to discuss Medicare plan options. No obligation to enroll. Only Medicare will be discussed.

Check out our new 5-star review!
08/31/2026

Check out our new 5-star review!

Today we received a personally typed and delivered review by a new client! I posted this one in my office. :)

08/26/2026

Annual Enrollment starts 10/15. Schedule your co-cost plan review with David Westgate Medicare and Financial Solutions

Promotional items have arrived for 2027 Medicare Annual Enrollment Period starting October 15th though December 7th!
08/25/2026

Promotional items have arrived for 2027 Medicare Annual Enrollment Period starting October 15th though December 7th!

Check out David Westgate's latest 5-star review!
08/03/2026

Check out David Westgate's latest 5-star review!

Check out our latest 5-star review! "I have been overwhelmed with trying to find the best insurance to fit my needs so I reached out to David. He was an absolute answer to prayer for me. Very professional and patient with me as he explained in detail the different packages available. I am so very grateful for his assistance and guidance in this complicated process and I am recommending him to all of my retired friends."
-Joann S.

https://maps.app.goo.gl/tCbRJQzsdcwTWTR36

Check out our latest 5-star review! "I met with David Westgate at his office and he found a way to cover my husband's Me...
06/25/2026

Check out our latest 5-star review! "I met with David Westgate at his office and he found a way to cover my husband's Medicare part B premium. That saved us over $200 per month as well as lowering his cost on prescriptions. He explained everything so we could understand the differences between the plans. I recommend him to everyone!"

https://maps.app.goo.gl/SssPY7DJWFDmwm5y9

Contact David Westgate for your Medicare no-cost consultation at 774-855-6600 (TTY:711).
06/24/2026

Contact David Westgate for your Medicare no-cost consultation at 774-855-6600 (TTY:711).

We offer Medicare Advantage plans, supplements, and hospital indemnity policies.

Check out or latest 5-star review! " I first met David Westgate when we had questions about Social Security.  He was so ...
06/18/2026

Check out or latest 5-star review! " I first met David Westgate when we had questions about Social Security. He was so helpful and gave us a clear plan on our next steps. Now he helped my husband lower his costs for Medicare too. I can't thank David and Nancy enough for all of their help!"
-Deb B.
https://maps.app.goo.gl/mth5Wu5Y4ia1pwWL8

Address

866 Kempton Street
New Bedford, MA
02740

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