Hear Mary Anne Ehlert, Founder of Protected Tomorrows and Partner at Simplicity Group, as she talks about Financial Planning and why it is so important for families who must plan for the future of their family members with special needs.
RSVP by clicking HERE, and reach out to Michelle Nugent with any further questions.
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Please be sure to read this Privacy Notice before using our website or submitting information to us. Our privacy policies are reviewed periodically and any changes are incorporated in updates to this Privacy Notice. By continuing to use this Web site or submitting information to us, you accept such changes, so please check this area periodically for privacy policy updates.
We do not collect personally identifiable information from you unless you voluntarily or knowingly provide that information to us. You may provide that information to us by signing up for our monthly newsletter, entering a contest, submitting a story or asking our experts a question, among other things. If your choose to provide that information to us, we will use it for the purpose in which it was intended (i.e. to notify you if you are a winner, etc) or to understand our audience better in and effort to meet changing demands. If you submit content to our site via a contest, sweepstakes, or other promotions, or by submitting a story or expert question, we own all rights to that information and can use it in any form, online, print or other.
Protected Tomorrows uses the personal information given to us about you and your family to provide the individualized service our families want and expect from us. We may use this information to develop, offer and deliver new services; enhance current services; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements.
When you visit our Web site, we may also collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our Web sites, etc. We use this information to alert you to software compatibility issues, to improve our Web design and functionality and to detect and block security breaches and implement other security measures.
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In compliance with federal law, we do not knowingly collect information of any kind from anyone under the age of 13. Any information that we received that is identified as being submitted by someone under 13 will be purged completely from our database and all accounts associated with that information will be terminated immediately.
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Protected Tomorrows believes the protection of sensitive information is a cornerstone of customer trust and a sound business practice. We do not share your family’s personal information with third parties except to provide products and services you or your family have requested or indicated a general interest in receiving or as may be required by law. Specifically, we may share personal information with the following entities:
Protected Tomorrows does not rent, sell or otherwise share your family’s personal information with third parties for purposes unrelated to our Web site or business at the present time. If you do not want your personal information to be shared in the event that we change this policy, just let us know by contacting us at info@protectedtomorrows.com or at 847-522-8086.
Privacy, security and service in our online operations are very important to us. We therefore employ all of the safeguards described above and use a variety of other protections to enhance the security of your online session. For example, we use firewall barriers, encryption techniques and authentication procedures.
If you interact with Protected Tomorrows directly, we may exchange information about you, as described above, with our licensed Protected Tomorrows Advocates to offer you and your family better or more personalized service. We may also share this individual family information, under joint marketing agreements with non-affiliated, financial services business partners, to offer you discounts or other special access to products and services.
If you are a former family member, we treat your information in the same manner as that of current family members.
For your convenience, Protected Tomorrows offers several options for accessing and, if necessary, correcting your family information. You can review your information independently using your statements, or through our automated telephone or Internet services. You may also e-mail, write or call us at:
103 Schelter Road
Lincolnshire, IL 60069
Phone 847-522-8086
Fax 847-522-8081
info@protectedtomorrows.com
You can access our latest Form ADV Part 2A, detailing our firm’s investment strategies and fee structure, by clicking this link: Simplicity ADV & Disclosures
Simplicity Wealth, LLC Client Relationship Summary, access our Form CRS document for important client information by clicking this link: Simplicity Form CRS
Simplicity Wealth, LLC Privacy Policy
You can find details about our data collection practices in our Privacy Statement by clicking this link: Simplicity Privacy Policy
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Form CRS
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Legal Department
Protected Tomorrows, Inc.
103 Schelter Rd.
Lincolnshire, IL 60069
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Protected Tomorrows does not provide legal or tax advice. Information provided is for informational purposes only and should not be construed as legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations. Protected Tomorrows is a DBA of Simplicity Wealth.
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The rock.
We are dedicated, dependable and enduring.
Prepare. Protect. Provide.
The families who count on us expect nothing less.
Help those with special needs attain greater independence and security. If only the strong were to survive, wouldn’t all our lives be greatly diminished?
Live and help live.
Provide a person with the means to live a fuller life, and you give more meaning to yours.
Make it possible for people (both the less and more fortunate) to achieve peace of mind. To love one another means you can’t feel things are OK until you know they feel that way. Your peace of mind depends on knowing you’ve helped bring peace of mind to the other.
Self-sufficiency is less satisfying to the soul than caring for one another. As Mankind truly is one family, what benefits any one of us enhances the lives of us all. Those of us with greater needs enable their loved ones by enabling them to feel needed.
Mary Anne Ehlert, CFP®
Founder and Partner
Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities.
Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others.
Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities.
Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board.
Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is a proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.
Every human being has a right to live life to his or her fullest potential. Desperation and fear are Mankind’s oldest enemies. A society may fairly be judged by the extent to which it spares its most vulnerable citizens from having to endure them.
