M&A Service List

We also help with insurance services and legal document preparation.

Did you know that  …

We also help with …

– Insurance Services (no cost to you; compensated by companies)

  • Medicare-related (Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Special Needs Plans, Medicare/Medicaid (Dual) plans
  • Property & Casualty (auto, home, personal, business, commercial auto, workers compensation, life, mobile home, motor home, travel trailer, motorcycle, off-road vehicles, boats, watercraft, collectible autos, and more …)
  • Life insurance, long term care insurance, hospital indemnity, annuities and more …

– Legal document preparation (a la carte and package pricing)

  • Estate planning (wills, trusts, codicils, amendments, deeds)
  • Life care planning (power of attorney, advanced directives)
  • Special needs planning (Miller Trust, <65 Disabled Trust)
  • And more …

Always adding services to be your one-stop resource for life planning.

Keeping you in the loop!   www.altcsplanning.net   480-464-4968

Written by Carol Aragon-Montgomery 05/20/19