George L. Montgomery

glm.iconsize

Your education is critically important to me.

Vice President of Operations
Long Term Care Planning Consultant
Medicare Insurance Broker
Notary Public
Systems Administrator

It has been my pleasure to be a consultant with a focus on long term care education, assistance, and planning. I began my path working as an ALTCS eligibility interviewer for AHCCCS and eventually became a Quality Assurance Reviewer and then a Unit Supervisor. Carol started her own firm and needing assistance in meeting the needs of the customers, I left AHCCCS in 2001 and I started working with Carol, as co-owner of Montgomery & Associates, Inc.

Since 2001 I have met with families about the government programs (ALTCS and VA) available to pay for long term care by assessing their financial and medical situation and determining their candidacy for any of those programs with the goal of helping them to achieve a successful application the first time. During this time I have also handled all the companies IT needs.

Starting in 2013, I became a Health Insurance Agent with a focus in Medicare Insurance. I assist individuals under 65 and 65 and older who are on Medicare make informed decisions about the most appropriate Medicare Insurance for their needs. This includes determining if the individual can save money by switching to a different plan with more benefits. I also have an in-depth understanding of how AHCCCS/ALTCS/VA insurance works with Medicare and Medicare Insurance plans.

I look forward to the next 27 years!

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)

Adsense