ALTCS Benefit Planning
Veteran Benefit Planning
Get to know the team who will help assist you through the obstacles.
President of Operations | Certified Legal Document Preparer | Long Term Care Planning Consultant
Let me help you get your ducks in a row.
CEO in Training | Webmaster | Marketing Collateral Designer | Notary Public
Working on being your go-to person.
Join Our Team
Interested in working alongside an amazing team?
We want to have the right people in place.
George L. Montgomery
Vice President of Operations | Long Term Care Planning Consultant | Notary Public| Systems Administrator
Your education is critically important to me.
I want you to feel welcome and important every time you walk into our office or receive information from us.
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.