What we do.

ALTCS Benefits

Find out about all eligibility requirements, dos and don’ts, and how we can help you.

Income-Only Trust

Find out about all the Trust requirements, dos and don’ts, and how we can help you.

Legal Documents

Find out about all requirements, dos and don’ts, and how we can help you.

Consulting

Find out the answers to all your ALTCS, VA, Income-Only Trust questions and more.

FREE ALTCS Assessment

Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS right now!
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Income-Only Trust Purchase

Loved one over the ALTCS Income Limit? Purchase our Premium Income-Only Trust package today!
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Educating You is Our #1 Goal

We educate you about all your long term care planning options.

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We understand

The ALTCS application process in and out.

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Consulting

With compassionate, helping, and understanding consultants.

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Legal Documents

To protect you from 18 and on.

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Veterans Benefits

Application Processes Packets and Instructions.

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Finally

A one-stop resource for long term care planning.

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Why we do it.

Thank you for visiting our website. We are your one-stop resource for long term care planning. We are a private consulting firm focused on long term care education, assistance, and planning.

We can educate you about Arizona’s Medicaid Program, AHCCCS and its acute care program, Medicare Cost-Sharing & ALTCS programs, and the Veteran Benefits programs that help pay for long term care.

We can assist you by helping you navigate the mazes of eligibility for government programs, providing information so you can make an informed decision, and connecting you with resources to complete the planning process.

And finally, we can help you with long term care planning including meeting with our consultants to create a plan of action, using our financial planner to implement products and services to facilitate the plan, and working with our Certified Legal Document Preparer (CLDP) to prepare your legal documents.

You can count on us to be a valuable resource for these services.

If there is anything you cannot find on our website that you would like to know the answer to, feel free contact us at 480.464.4968 or info@altcsplanning.net. We are happy to help!

How we do it.

Planting Firm Roots

Positive Feedback

What others say about us.
Making your life easier

Recommendations

How we make others lives easier.
Strategy of Protection

Social Media Feed

How we can help you more.

Who we are.

Owner / Consultant / CLDP

Carol Aragon-Montgomery

Owner / Consultant / CLDP
Owner / Consultant

George L. Montgomery

Owner / Consultant
Administrative Assistant

MaryLou Montgomery

Administrative Assistant
Graphic Designer / Webmaster

Tiffany Smith

Graphic Designer / Webmaster