Compassionate Financial Advisory and Special Needs Planning | Protected Tomorrows

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Our Services: Compassionate Financial Advisory and Special Needs Planning

Protected Tomorrows – Compassionate Financial Advisory and Special Needs PlanningKirby Mack2025-09-05T17:22:16+00:00

Compassionate planning to protect those with special needs.

Protected Tomorrows is a compassionate advocacy and financial advisory organization dedicated to supporting families of individuals with special needs and disabilities.

What’s So Special About Special Needs Planning?

It’s easier to work with a pet at home!

Protected Tomorrows is a compassionate advocacy and financial advisory organization dedicated to supporting families of individuals with special needs and disabilities. Through holistic, heart-centered planning, we help navigate government benefits, legal considerations, future care planning, and financial strategies—working to bring caregivers greater clarity, confidence, and peace of mind. Together, we champion dignity, security, and a more fulfilling future for every individual.

Protected Tomorrows delivers a structured future planning approach grounded in deep expertise, compassion, and commitment to community. Our team provides guidance at every stage of the journey through the following core services:

Special Needs Planning

Special Needs Planning

Guidance through the complexities of government, legal, employment, educational, healthcare, residential, and recreational challenges and objectives.

Compassionate Financial Advisory

Compassionate Financial Advisory

Holistic financial planning and wealth management services for individuals and families who are seeking financial security and independence.

Employee and group consulting

Employee and Group Consulting

Education and consulting designed to help employees and their families navigate government programs, benefits, and financial considerations.

Protected Tomorrows Individual and Family Services Chart

Click on an option below to see what is covered under each service.

	Special Needs Planning	Compassionate Financial Advisory	Premier Comprehensive Service
Parent University Subscription
Referral Network Access
My Special Life Workbook
Continued Advocacy and Support
Special Needs Trust Education
Future Care Plan Design
Government Benefits Consultation
Medicare Transition Planning
Individual Education Plan (IEP) Consultation
Vocational and Employment Consultation
Recreational/Social Options Consultation
Residential Options Consultation
Financial Plan Development
Wealth Management
Retirement Income Planning (Retiring for Three)
Insurance Needs Analysis
Estate Plan/Special Needs Trust Coordination
Future Care Plan Execution
Tax Planning
Roth Conversion Analysis
Charitable Giving Consultation
Protected Tomorrows Family Meeting

Learn More About Protected Tomorrows

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Contact Us

103 Schelter Road, Suite 10
Lincolnshire IL, 60069

Privacy Policy | ADV 2A and Disclosures | Terms of Use

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.

© Protected Tomorrows Inc. – All Rights reserved

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founder

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.

Contact Information:

103 Schelter Road, Suite 10 Lincolnshire IL, 60069

Phone: (847) 522-8086

We’re here to help ensure you start protecting your tomorrows.