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.

Tiffany Smith

Tiffany Smith

CEO in Training | Webmaster | Marketing Collateral Designer | Notary Public

Working on being your go-to person.

Callista Morlock

Callista Morlock

Administrative Assistant

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

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.

Join Our Team

Join Our Team

Interested in working alongside an amazing team?

Having the right people in place.

FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

FREE IOT Need Assessment

Find out if you may need an Income-Only Trust.

Contact Us

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

Hours: 9:00 am – 5:00 pm (M-F)

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