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.