Carol Aragon-Montgomery

Carol Aragon-Montgomery

President of Operations | Certified Legal Document Preparer | Long Term Care Planning Consultant

Let me help you get your ducks in a row.

George L. Montgomery

George L. Montgomery

Vice President of Operations | Long Term Care Planning Consultant | Notary Public| Systems Administrator

Your education is critically important to me.

MaryLou Montgomery

MaryLou Montgomery

Administrative Assistant

I want you to feel welcome and important every time you walk into our office or receive information from us.

Tiffany Smith

Tiffany Smith

Webmaster | Marketing Collateral Designer | Notary Public

Keeping you up-to-date on current changes brings me absolute joy.

Join Our Team

Join Our Team

Interested in working alongside an amazing team?

Having the right people in place.

FREE ALTCS Assessment

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

Income-Only Trust Purchase

Loved one over the ALTCS Income Limit? Purchase our Premium Income-Only Trust package today!

How can we help you?

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Contact Us

480.464.4968 | 480.969.9779
info@altcsplanning.net
PO Box 458 Mesa, AZ 85211

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