Finally

A one-stop resource for long term care planning.

Veterans Benefits

Application Processes Packets and Instructions.

Legal Documents

To protect you from 18 and on.

Consulting

With compassionate, helping, and understanding consultants.

We Understand

The ALTCS application process in and out.

Educating You is Our #1 Goal

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

Montgomery & Associates, Inc. M&A Logo

Welcome

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.

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.

Consulting

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

Legal Documents

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

Who We Are

We educate individuals about ALTCS & Veteran Benefits programs that help pay for long term care by assisting them navigate the mazes of eligibility & creating a plan of action which may include implementing financial products & preparing legal documents.

FREE ALTCS Assessment

Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS now!

FREE IOT Need Assessment

Take our FREE IOT Need Assessment to find out if you or a loved one may need an Income-Only Trust now!