Ideal Workplace® Provides Training and Benefits Programs

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Choose which programs you want to view!

Retirement Roadmap Program

  • Passive Income Generator
  • Social Security Planning
  • Maximize Health Benefits
  • Asset & Estate Protection
  • Financial Education
  • More!
Individuals
Choosing structure

Business Milestone Success Program

  • Start-up
  • Set-up
  • Launch
  • Growth
  • Optimization
  • Exit Strategy
Businesses

Team

Meet Our Team

Call or Text 774-377-5566

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Nancy-office
Nancy Westgate

Operations

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David Westgate

President

Services

Notary Services

Nancy Westgate
Notary Public

Social Security Planning

David Westgate
RSSA®

Fax Service

Nancy Westgate
Office Manager

Financial Training

David Westgate
Financial Trainer

Medicare Advisor

David Westgate
Licensed Broker
Schedule for Individual Schedule for Business

Programs for Individuals

Maximize Your Social Security Benefits with Expert Guidance from David Westgate, RSSA®
Unlock the Secrets to Wealth Building with Mark J. Quann’s Perfect Portfolio Class!
Medicare Savings Program at Ideal Workplace®

Testimonials

I highly recommend Ideal Workplace®!

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“I needed notary service and I did not know where to go. The staff at Ideal workplace was very pleasant. Nancy provided fast notary service.” 


Kandi C.
Notary Service

Great Genuine Help!

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“I really had no idea how I would have money for my retirement. I met with David and Nancy and they showed me a way. I am now able to save money and have hope for an early retirement. They offered great genuine help!”
Jenny P
Financial Analysis

Very Helpful in the whole process!

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“David was wonderful! He helped us getting set with Social Security. He was very helpful in the whole process!”

Louisa Amaral
Social Security

Wealth of Knowledge!

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“David is always on top of benefits that could help people out. He has been a wealth of knowledge in helping out my mom and my father in law to get the best insurance plans available for their needs. I highly recommend him!”
Tresa Segnitz
Medicare Advantage

Ideal Workplace® has over 100 5-Star reviews!

See All Reviews!

What We Offer