Tiffany Smith

Medicare Insurance Broker
Marketing Collateral Designer
Notary Public

It has been my pleasure to assist individuals and families with their long term care planning, estate planning, and general inquiries regarding numerous programs and assistance within the community for 9 years. I began my working journey as an Administrative Assistant for Montgomery & Associates, Inc. (DBA: During my last 3 years at ASU, I was promoted from Administrative Assistant to Technical Assistant. When I was promoted I was able to learn not only the basics of the ALTCS and the Veterans Benefits programs for those in need of long term care but advance knowledge of the eligibility requirements for both. I currently enjoy the tasks of ensuring that the website is up to date and that all marketing collateral is created in a way that makes contacting our company the easiest thing to do for you. In addition, I am working on taking over the business, still have a ways to go, but every day I am looking for new lessons and helping you accomplish your goals.

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.

Contact Us




Mailing Address:
PO Box 458 Mesa, AZ 85211

Business Hours
9:00 am – 5:00 pm (M-T)
Closed (F)

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