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.


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 hope you are able to find everything you need in relation to the ALTCS process, VA process, Income-Only Trust process, and more. 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