Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) Email Format

InsuranceArizona, United States2-10 Employees

Montgomery & Associates, Inc., doing business as ALTCS Planning.net, operates in the insurance sector with a focus on long-term care planning. Based in Mesa, Arizona, the firm provides guidance on long-term care options and related estate planning, including assisting with ALTCS/AHCCCS/MCS eligibility processes and offering legal document preparation for non-represented clients. Its services cover Medicare beneficiary education and option research, as well as representation for state programs, and they offer initial evaluations to determine qualification for benefits. The company works with individuals seeking planning support for long-term care and related financial and legal planning needs, and positions itself as a resource drawing on experience with the state agency that handles eligibility for the ALTCS program.

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