David Westgate Medicare and Financial Solutions

David Westgate Medicare and Financial Solutions I am a Registered Social Security Analyst® and a licensed insurance broker of Medicare, life insurance and financial training. Contact me about other areas.

I work with people looking to improve their retirement by maximizing benefits, reducing costs, and increasing income. I help people improve their understanding about Medicare and Finances through education and providing best-fit solutions for proper protection. Currently, we represent 16 organizations which offer 74 products in the Bristol and Plymouth Counties area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.

📣 **Medicare Questions? Stop By and See Me at Hawthorn Medical!**Starting in September, I’ll be at **Hawthorn Medical ev...
09/08/2026

📣 **Medicare Questions? Stop By and See Me at Hawthorn Medical!**

Starting in September, I’ll be at **Hawthorn Medical every Thursday from 9:00 AM–12:00 PM** to offer **FREE Medicare assistance during enrollment.**

📍 **Hawthorn Medical**
531 Faunce Corner Road
North Dartmouth, MA
**Building 531 – 3rd Floor**

Have questions about your Medicare coverage? Want help understanding your plan benefits or reviewing your options? Stop by the **Medicare Information Table** and let's talk.

✅ Medicare questions
✅ Help understanding your current coverage
✅ Annual plan review assistance
✅ Medicare enrollment guidance
✅ No cost to meet with me

**Starting 9/17/2026 on Thursdays | 9 AM–12 PM**

Feel free to stop by and say hello! Text me at 774-855-6600 (TTY:711)

*There is no obligation to enroll. I am a licensed insurance agent and am not affiliated with or endorsed by the U.S. government or the federal Medicare program.*

Check out our newest 5-star review!David was awesome in getting me through the Medicare confusion and got me a great Med...
09/07/2026

Check out our newest 5-star review!
David was awesome in getting me through the Medicare confusion and got me a great Medicare advantage plan that suits my needs. Highly recommend *******
Craig J.
https://share.google/eprOWqjaTWds0fggm

09/04/2026

We are happy to say that our biggest source of new clients is through referrals from other satisfied clients.

A common theme is that people appreciate having someone narrow down the choices, explain the differences, and remain available when questions come up later. That's exactly what Nancy and I strive to provide.

Visit our website to see what our clients have to say. https://retirementroadmap.net/reviews/

Today we received a personally typed and delivered review by a new client! I posted this one in my office. :)
08/31/2026

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

08/26/2026

💊 Medicare Part D Plans Can Change Every Year — Is Yours Still the Right Fit?

Your prescription drug plan may look the same, but the premiums, copays, formulary, pharmacy network, and coverage can change from year to year.

That’s why it’s important to review your Part D coverage during Medicare Annual Enrollment — especially if your prescriptions have changed.

🎥 In this short video, I explain some of the key things to understand about Medicare Part D prescription drug coverage.

If you'd like help reviewing your options, I offer **complimentary Medicare plan reviews** to help you compare your current coverage with the choices available to you.

📅 Medicare Annual Enrollment: **October 15 – December 7**

📞 Have questions or want to schedule a review? Contact David Westgate at 774-855-6600 (TTY: 711)
*We do not offer every plan available in your area. Currently, we represent 8 organizations which offer 40 Medicare products in the Bristol and Plymouth County area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.*

Nancy will be busy for a few days!
08/25/2026

Nancy will be busy for a few days!

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

Check out our latest 5-star review! "I have been overwhelmed with trying to find the best insurance to fit my needs so I...
08/03/2026

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

Have you ever wondered...Should I take Social Security at 62?Will I receive more if I wait until age 70?Can I continue w...
07/20/2026

Have you ever wondered...

Should I take Social Security at 62?
Will I receive more if I wait until age 70?
Can I continue working while collecting benefits?
What benefits are available for my spouse or surviving spouse?
How will Social Security affect my retirement income and taxes?

You're not alone. In fact, one of the biggest mistakes I see people make is claiming Social Security without fully understanding all of their options.

That's why I've created the Social Security Planning Center—a free educational resource designed to help you make more informed decisions about one of the most important retirement choices you'll ever make.

Inside you'll find:

Educational videos and webinars
Downloadable Social Security checklists
Retirement planning resources
Information about spousal and survivor benefits
Medicare planning resources
Helpful retirement readiness tools

My goal is simple—to help you understand your options BEFORE you file for benefits.

The difference between claiming at the right time versus the wrong time can affect your retirement income for years to come.

Visit the Social Security Planning Center here:
https://retirementroadmap.net/social-security-planning-center/

Feel free to share this resource with your family and friends who may be approaching retirement.

David Westgate, RSSA®
Registered Social Security Analyst®
Ideal Retirement Roadmap

Your Roadmap to Financial Success!



We are not affiliated with or endorsed by the Social Security Administration or any government agency. Information is provided for educational purposes only.

Address

866 Kempton Street
New Bedford, MA
02740

Alerts

Be the first to know and let us send you an email when David Westgate Medicare and Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share