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.
Financial Planning
When was the last time someone reviewed your financial goals and helped you understand how to reach them?
Are you incurring long term care expenses now and want to know how to make your money last longer?
Have you provided insurance or benefits for your spouse/children should you die prematurely?
Have you started a college savings fund for your children?
Have you started your retirement?
When do you plan to retire?
Are you ready for retirement?
Our financial planner can complete a NO-COST analysis of your financial situation. Jonathan can offer insight and experience to help you achieve your financial goals. Fees/commissions earned by products purchased or investments managed.
For more information, please call 480/464.4968 or complete the form below and someone from our staff will contact you.
ALTCS Planning.net is not affliated with AHCCCS / ALTCS / VA. ALTCS Planning.net is a private consulting firm.
If you would like to schedule an appointment or would like to submit a question or a comment, please use the form below. We respond to all inquiries within one business day.
ALTCS Planning.net is not affiliated with AHCCCS / ALTCS / VA.
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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.
