Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)
InsuranceArizona, United States2-10 Employees
ALTCS Planning.net has been providing quality long term care planning services in the State of Arizona since 2001. Did you know that 1 out of 2 people will have a long term care crisis in their lifetime? These odds make it vital that you plan ahead. Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) is a long term care planning firm. The founders of ALTCS Planning.net once worked for the state agency which determines eligibility for the ALTCS program. Seeing a need to help those who struggle becoming approved they started Montgomery & Associates. Our firm’s services include the following: Medicare Beneficiary Insurance Options & Education (service complimentary – no cost to you*) --Meetings and presentations to help you understand Medicare (aka: Medicare 101) --Research to help you make an educated decision about your choices regarding: ----Medicare Supplement Insurance/MediGap policies ----Medicare Advantage Plans ----Medicare Prescription Drug Plans ----Medicare Special Needs Plans (Chronic, Institutional, Dual) --Low-income subsidy (LIS / Extra Help) application assistance Long Term Care Planning Consulting ($120/hour) --Helping you understand all of the options available for long term care planning and estate planning. Initial Evaluation ($120/hour) --Education and evaluation to determine if one meets the criteria to qualify for ALTCS or VA benefits ALTCS / AHCCCS / MCS Authorized Representation (flat-fee sliding fee schedule) --Let us become the authorized representative who helps you complete and process the paperwork for these programs. Legal Document Preparation for everyone not represented by an attorney (fee per document) --Revocable Living Trusts and Estate Planning documents --POAs—Financial, Medical, and Mental Health --Income-only trust aka: Miller Trust --Living Wills --Deeds *For Medicare Insurance we are reimbursed by the insurance companies
1-888-653-2347 
support@leadiq.com 
