Services
ALTCS Benefit Planning
Income-Only Trust
Legal Documents
Medicare Insurance
Veteran Benefit Planning
Get to know the team who will help assist you through the obstacles.
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
CEO in Training | Webmaster | Marketing Collateral Designer | Notary Public
Working on being your go-to person.
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
Interested in working alongside an amazing team?
We want to have 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.
