Get to know the team who will help assist you through the obstacles.

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.

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.

Join Our Team

Join Our Team

Interested in working alongside an amazing team?

We want to have the right people in place.

FREE ALTCS Assessment

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FREE IOT Need Assessment

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