We used them to qualify my stepdad for ALTCS after having failed twice on our own. They are professional, efficient and get the job done, well worth the expense.
August 2020
My family cannot thank the team at Montgomery & Associates enough for the services they provided in getting my dad into the ALTCS program. Very responsive and professional support. I already recommend their services to others and will continue to do so.
August 2020
I have been referring to the Montgomery's for years now. Anytime anyone is on the fence of whether or not they can afford long term care assistance (caregiving, assisted living), I always recommend they check with Montgomery and Associates FIRST. Thank you Carol and the Montgomery family for all of your help!
We are private consulting firm with over 50 years combined experience helping people navigate long term care solutions planning. We do Medicare insurance in AZ, NM, MN, & SC. We sell long term care insurance, Medicaid-compliant annuities and funeral trusts, funeral expense, & senior supplemental products. We prepare legal documents (estate and life care planning). And we consult regarding long term care planning options. You can count on us to be a valuable resource for these services. We’d love to hear from you, give us a call 480-464-4968.
