Montgomery & Associates

Montgomery & Associates

Insurance, Po Box 458, Mesa, Arizona, 85211, United States, 1-10 Employees

altcsplanning.net

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Who is MONTGOMERY & ASSOCIATES

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...

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  • Po Box 458, Mesa, Arizona, 85211, United States Headquarters: Po Box 458, Mesa, Arizona, 85211, United States
  • 2001 Date Founded: 2001
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Insurance

SIC SIC Code: 6411 | NAICS Code: 624190 | Show More

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Frequently Asked Questions Regarding Montgomery & Associates

Answer: Montgomery & Associates's headquarters are located at Po Box 458, Mesa, Arizona, 85211, United States

Answer: Montgomery & Associates's phone number is +14*********

Answer: Montgomery & Associates's official website is https://altcsplanning.net

Answer: Montgomery & Associates's revenue is $5 Million to $10 Million

Answer: Montgomery & Associates's SIC: 6411

Answer: Montgomery & Associates's NAICS: 624190

Answer: Montgomery & Associates has 1-10 employees

Answer: Montgomery & Associates is in Insurance

Answer: Montgomery & Associates contact info: Phone number: +14********* Website: https://altcsplanning.net

Answer: 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 firms 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 --POAsFinancial, Medical, and Mental Health --Income-only trust aka: Miller Trust --Living Wills --Deeds *For Medicare Insurance we are reimbursed by the insurance companies

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