Susan D.
3/26/2024
If you are looking for a company who can assistance you in helping someone apply for ALTCS, this company is great! Carol worked tirelessly and it seemed like we were the only ones who she was...
Montgomery & Associates
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Mesa, AZ 85211
Montgomery & Associates, based in Mesa, AZ, serves as a comprehensive resource for long-term care planning solutions. Specializing in informing clients about ALTCS applications, the company aids in the completion of legal documents, asset protection, and navigating the complex qualification process.
With a team of experienced consultants, Montgomery & Associates educates individuals on various long-term care planning options, unraveling the intricacies of eligibility requirements and offering guidance on preserving assets and mitigating probate risks.
From ALTCS benefit planning to income-only trusts, estate planning, and Medicare insurance, the firm's services extend to a wide array of areas, ensuring clients receive tailored assistance to secure the care and financial protection they need.
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Reviews
4.56 reviews
Jackie S.
7/12/2024
Carol and George are amazing! They helped our father apply for ALTCS for our elderly mother. And they also helped with legal documents associated with it. They are professional, they are thorough,...
Sheryl J.
7/28/2024
This is the second time I have worked with Montgomery and Assoc. aka ALTCS Planning. The last time was in 2019 and regarded working for my elderly mother. I contacted them again a month ago to...
Barbara M.
11/15/2019
My husband and I had the privilege of working with Montgomery & Associates to accomplish our legal document preparation (estate planning), Medicare insurance, and ALTCS planning. The entire...
Janice B.
12/18/2020
Carol and George have incredible knowledge and experience and were able to help us understand and make a decision on a very complicated disability issue. During the process, with their guidance,...
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