
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