Finally, a one-stop resource for long term care planning. Let our umbrella of guidance shelter you from the long term care cost storm. Sheltering customers since 2001.
Current Staff Members
Our firm has a combined 47+ years experience in long term care planning. Some of that experience was gained at the State of Arizona AHCCCS/ALTCS office, some of the experience was developing an ALTCS planning department at a law firm, and the remainder was helping our clients for the past ten years. We have recieved countless accolades from our clients for the work we do. Check out our testimonials page. Additionally, we have educated over 2,000 families about their long term care options, retained over 1,000 cases for services, received approval for benefits on over 950 cases, and have been a key-note speaker at over 100 companies and organizations throughout Arizona.
George L. Montgomery Long Term Care Planning Consultant, Shareholder, IT, Notary Public
20 years experience (10 years with ALTCS/AHCCCS, 10 years ALTCS Planning.net consultant)
Carol Aragon-Montgomery Founder, Shareholder, Chief Financial Officer, Human Resources, Certified Legal Document Preparer (CLDP)
21 years experience (5 years with ALTCS, 4 years with elder law firm, 1 year private consultant, & 11 years ALTCS Planning.net consultant)
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The information on this website is provided "as is" for general information purposes only. The content of this website may not be comprehensive, up-to-date, or applicable in all jursdictions. The content may not reflect the views of Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) and Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) makes no warranty of any kind, whether express or implied, with respect to any information provided on this website. Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) assumes no liability for any errors or omissions in the content on this website and the information provided is not to be construed as legal advice. The information is intended to provide a general, factual overview of legal documents and planning options available. For legal matters you should always seek counsel of a qualified attorney licensed in your jurisdiction. Use of any information on this website is at your own risk.
**IMPORTANT NOTICE**
Our CLDP, Carol Aragon-Montgomery, prepares legal documents.OUR CLDP IS NOT AN ATTORNEY AT LAW AND IS NOT EMPLOYED BY ATTORNEYS AT LAW AND CANNOT GIVE LEGAL ADVICE.Your communications with our CLDP are kept CONFIDENTIAL by our CLDP, but since our CLDP is not an attorney at law, such communications are NOT PRIVILEGED (i.e., immune from Subpoena). Our CLDP can give you general factual information pertaining to legal rights, procedures, or options available to you in a legal matter when you are not represented by an attorney.Our CLDP cannot give you specific legal advice, opinions, or recommendations about your legal rights, remedies, defenses, options, or strategies. Please note that the Long Term Care Planning Services are of a financial planning nature and are not specific "legal" advice. Prices subject to change without notice.