Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) Employee Directory

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

Find Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) employees' phone numbers or email addresses

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) Global Highlights

North America
10

United States Of America
10

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s Leadership

A. E.
Senior Commercial Loan Officer
Mobile Phone
Email
C. A.
Licensed Insurance Agent
Mobile Phone
Email
G. M.
Agent - Licensed, Certified, Appointed, & Representing Most Major Plans
Mobile Phone
Email
R. G.
Hydrogeologist
Mobile Phone
Email
T. A.
Associate
Mobile Phone
Email
T. A. S.
Insurance Broker
Mobile Phone
Email
S. J.
Caregiver
Mobile Phone
Email
C. Y.
Mobile Phone
Email

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) Employee Metrics

100%

50%

0%

2026

2025

2024

Business
Accounting
Administrative
Analytics
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Other

Contact profiles from Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)

Name

Title

Contact Info

Location

Last Update

A. E.
Senior Commercial Loan Officer
Mobile Phone
Email
Oct 22, 2024
C. A.
Licensed Insurance Agent
Mobile Phone
Email
United StatesArizona
Nov 16, 2025
G. M.
Agent - Licensed, Certified, Appointed, & Representing Most Major Plans
Mobile Phone
Email
United StatesArizona
Mar 27, 2025
R. G.
Hydrogeologist
Mobile Phone
Email
Oct 18, 2024
T. A.
Associate
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. A. S.
Insurance Broker
Mobile Phone
Email
United StatesArizona
Sep 14, 2024
S. J.
Caregiver
Mobile Phone
Email
United StatesArizona
Nov 14, 2025
C. Y.
Mobile Phone
Email
Jul 09, 2024

Frequently Asked Questions

What is Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) known for?

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) was founded in 2001 operates in the Insurance industry. Explore Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s company overview page for more information.

What is Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s most common email format?

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) email formats with LeadIQ.

How many employees does Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) have currently?

Montgomery & Associates, Inc. (DBA: ALTCS Planning.net) has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s key employees and leadership?

As of January 2026, Montgomery & Associates, Inc. (DBA: ALTCS Planning.net)'s key employees include:

Senior Commercial Loan Officer: A. E.
Licensed Insurance Agent: C. A.
Agent - Licensed, Certified, Appointed, & Representing Most Major Plans: G. M.
Hydrogeologist: R. G.
Associate: T. A.

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