Find Your Fit with Our 3 Financial Plans

We offer three contract plans to suit the many financial situations of our residents. Our expert retirement counselors will be happy to assist you in determining which plan best meets your individual needs.

90% Refundable Entrance Fee Plan

With this plan, the entrance fee and monthly fees are significantly lower than the rental rates. The refundable portion of the entrance fee declines by 2% per month for five months, at which time it becomes 90% refundable. Thereafter, when you leave the community and your apartment is reoccupied, you or your estate will receive a refund of 90% of the entrance fee amount.

Those who choose this option receive fully renovated apartments, including a host of upgrades, a washer and dryer, options for preferred finishes, colors and other very personalized enhancements. With this option, there’s a combined household discount of 10% off the monthly service fee if residents permanently move to the Catered Living Pavilion or the Health Care Pavilion.

50% Refundable Entrance Fee Plan

With this plan, the entrance fee and monthly fees are significantly lower than the rental rates. When you leave the community and your apartment is reoccupied, you or your estate will receive a refund of 50% of the entrance fee amount. Those who choose this option receive fully renovated apartments, including a host of upgrades, a washer and dryer, options for preferred finishes, colors and other very personalized enhancements.

With this option, there’s a combined household discount of 10% off the monthly service fee if residents permanently move to the Catered Living Pavilion or the Health Care Pavilion. Retirement counselors can provide full details on this plan.

Rental Plan

Depending on the apartment selected, you may also be able to choose the rental option. This plan requires a security deposit and does not offer discounted rates on services in our Catered Living Pavilion or Health Care Pavilion; however, there is no entrance fee required, and residents benefit from every service and amenity offered at Montgomery Place.

Fee Schedule

Refundable Entrance Fee Plans

The following apartment styles are available under the Refundable Entrance Fee Plans:

ApartmentStyle90%50%Monthly Fee2nd Person
The Classic1 Bedroom / 1 Bath$234,600 to $244,200$180,600 to $188,000$3,096 to $3,196$680
The Oxford1 Bedroom / 1 Bath$236,800 to $266,900$182,300 to $205,500$3,119 to $3,433$680
The Royal1 Bedroom / 1 Bath$240,800 to $271,200$185,400 to $208,800$3,160 to $3,478$680
The Cambridge1 Bedroom / 1 Bath$258,300 to $268,900$198,900 to $207,100$3,342 to $3,453$680
The Newport2 Bedrooms / 2 Baths$340,500 to $358,200$262,200 to $275,800$4,200 to $4,384$680
The Shore2 Bedrooms / 2 Baths$348,400 to $366,400$268,300 to $282,100$4,282 to $4,470$680
The Seagull2 Bedrooms / 2 Baths$354,900 to $372,900$273,300 to $287,100$4,350 to $4,538$680
The Point2 Bedrooms / 2 Baths$335,000 to $353,100$258,000 to $271,900$4,143 to $4,331$680
The Classic/
Cambridge Combination
2 Bedrooms / 2 Baths$494,100 to $506,700$380,500 to $390,200$5,801 to $5,932$680
The Promontory2 Bedrooms / 2 Baths$347,600 to $366,400$267,700 to $282,100$4,273 to $4,470$680
The Lake View3 Bedrooms / 2 Baths$435,400 to $457,400$335,300 to $352,200$5,189 to $5,419$680
The Buckingham/
City Combination
3 Bedrooms / 3 Baths$673,400$518,500$7,670$680
The Oxford/
Royal Combination
2 Bedrooms / 2 Baths$518,500 to $531,700$399,200 to $409,400$6,056 to $6,193$680

Refundable Entrance Fee & Rental Plans

The following apartment styles are available under both the Refundable Entrance Fee Plans and the Rental Plan:

ApartmentStyle90%50%Monthly Fee2nd Person
The City View Conversion1 Bedroom / 1 Bath$242,300 to $243,600$186,600 to $187,600$3,176 to $3,189$680
The Garden View1 Bedroom / 1 Bath$242,800 to $256,000$187,000 to $197,100$3,181 to $3,319$680
The Courtyard1 Bedroom / 1 Bath$243,300 to $256,700$187,300 to $197,700$3,187 to $3,326$680
The Kenwood2 Bedrooms / 2 Baths$321,800 to $339,700$247,800 to $261,600$4,005 to $4,192$680
The Buckingham2 Bedrooms / 2 Baths$325,100 to $341,100$250,300 to $262,600$4,039 to $4,206$680
The City View2 Bedrooms / 2 Baths$326,900 to $345,000$251,700 to $265,700$4,058 to $4,247$680
The Buckingham Conversion2 Bedrooms / 2 Baths$343,700 to $345,500$264,600 to $266,000$4,233 to $4,252$680

Rental Plan

The following apartment styles are available under the Rental Plan:

ApartmentStyleEntrance FeeMonthly Fee2nd Person
The City View Conversion1 Bedroom / 1 BathN/A$3,686 to $3,699$800
The Garden View1 Bedroom / 1 BathN/A$3,698 to $3,836$800
The Courtyard1 Bedroom / 1 BathN/A$3,708 to $3,847$800
The Kenwood2 Bedrooms / 2 BathsN/A$4,705 to $4,891$800
The Buckingham2 Bedrooms / 2 BathsN/A$4,300 to $4,902$800
The City View2 Bedrooms / 2 BathsN/A$4,765 to $4,954$800
The Buckingham Conversion2 Bedrooms / 2 BathsN/A$4,953 to $4,972$800