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ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)

Who is Montgomery & Associates, Inc. (dba: ALTCSPlanning.net?) ALTCSPlanning.net has been providing quality long term care planning services in the State of Arizona since 2001. We are a private consulting firm focused on long term care education, assistance and planning. Our education includes information about Arizona’s Medicaid Program, AHCCCS and its acute care, Medicare Savings Program & ALTCS programs, and the Veteran Benefits programs that help pay for long term care. Our assistance is in the form of us helping you navigate the mazes of eligibility for government programs, providing information so you can make an informed decision, and connecting you with resources to complete the planning process. And finally, our long term care planning may include meeting with our consultants to create a plan of action, using our financial planner to implement products and services into the planning, and working with our Certified Legal Document Preparer (CLDP) to prepare your legal documents. You can count on us to be a valuable resource for these services. We’d love to hear from you, give us a call 480-464-4968.
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)10/17/2017 @ 11:26
This week is National Estate Planning week. Financial professionals: having a financial plan is not sufficient. The 3rd leg of your seat is the estate planning component. Ask me how I can help you fulfill that 3rd leg in your financial planning practice! 480-464-4968 #thirdleg #cannotstandwithoutthirdleg #wobblychair
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)10/17/2017 @ 7:36
Hired to help another customer qualify for ALTCS #altcsplanning #we_are_here_to_help with George Montgomery
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)10/14/2017 @ 14:34
A little something new to end the day with ... #altcsplanning #newlook https://t.co/yILGqObDdr
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)
ALTCSPlanning.net (AKA: Montgomery & Associates, Inc.)10/12/2017 @ 3:26
You have been smart enough to think about your future financial security. Congratulations! Now that you are on your way or perhaps even there, I have a simple question. Do you want to live with the government plan having jurisdiction over your financial estate or would you prefer to have your own plan?

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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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