Protected Tomorrows

Name

Protected Tomorrows

Legal name

Protected Tomorrows, Inc.

Website

https://protectedtomorrows.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Special Needs Financial Planning Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Individual and Family Services (6241)

SIC

Services-Social Services (8300)

akta.pro primary industry

Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)

akta.pro secondary industry

Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Special needs planning
• Financial advisory services
• Life care planning
• Special needs trusts
• Government benefits consulting

Headquarters

HQ city

Lincolnshire

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Planning and Advisory Services: Fee-based financial planning and investment advisory services offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. Services include retirement planning, wealth management, insurance analysis, estate planning coordination, and special needs trust management.
2. Special Needs Planning Consulting: Comprehensive special needs planning services including government benefits consultation, future care planning, advocacy support, and educational resources. Delivered through tiered service levels.
3. Parent University and Education: Free educational webinars and on-demand video library provided at no cost to families as community service and lead generation.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels8 records

Core offering

Protected Tomorrows delivers future care planning and financial advisory services for families of individuals with disabilities, coordinating government benefits navigation (SSDI, SSI, Medicaid, Medicare), special needs trust and estate planning coordination, retirement and wealth management, advocacy, and educational resources through dedicated Relationship Managers and a multi-disciplinary team of Financial Planners and Special Needs Coordinators. Services are delivered via in-person and virtual channels nationwide under a tiered subscription engagement model, supported by a free Parent University webinar program, a 926+ partner provider directory, and a secure client portal.

Product overview

Protected Tomorrows is a compassionate advocacy and financial advisory organization dedicated to supporting families of individuals with special needs and disabilities. The company operates as a single unified service offering with tiered service levels (Special Needs Planning, Compassionate Financial Advisory, and Premier Comprehensive Service) built around an 8-step Future Care Planning Program (Comprehensive Process). Key products include Parent University (free virtual workshops), the Special Needs Care Directory (926 resource listings), and the My Special Life Workbook. Additional offerings include corporate employee and not-for-profit consulting services, and a client portal for existing clients. The company was founded in 1990 and acquired by Simplicity Group in 2024.

Differentiator

Problem solved

Functional benefit

Products and services

• Compassionate Financial Advisory & Special Needs Planning Holistic financial planning and special needs planning service that helps families navigate government benefits, legal considerations, future care planning, and financial strategies through compassionate guidance delivered by dedicated Relationship Managers coordinating Financial Planners and Special Needs Coordinators.
• Future Care Planning Program (PTLifePlanner Comprehensive Process) Proprietary eight-step structured future planning program: Take a Candid Look, Create the Future Map, Filter the Legal Options, Capture Potential Benefits, Document the Wonder, Begin the Transition, Fund the Future, and Review and Renew. The methodology sequences each family's planning engagement.
• Parent University Free virtual workshop series for families of individuals with disabilities, providing education on estate planning, special needs trusts, ABLE accounts, government benefits, employment, education, sibling support, and family wellness. Delivered as monthly webinars with on-demand replay access.
• Special Needs Care Directory A directory of 926 external resources covering all aspects of special needs care and development, searchable by company name and category including advocacy, financial services, legal, residential, therapies, and more. Functions as both a client resource and a referral/partner network.
• My Special Life Workbook A comprehensive workbook provided to clients to help document and plan for their loved one's future care, preferences, and life goals. Used as a structured tool within the firm's planning engagements.
• Client Portal A secure online portal for existing clients to access their accounts, documents, and planning resources. Serves as the digital delivery channel for the firm's advisory services.
• Retiring for Three A retirement planning approach that accounts for the financial needs of three generations, specifically addressing the unique challenges of planning retirement while also supporting a child or family member with special needs.
• Corporate Employee and Not-for-Profit Programs B2B service for corporate HR departments, Employee Resource Groups (including Disability ERGs), and disability-focused not-for-profit organizations. Includes customized webinars, annual Town Hall meetings, on-site consulting, member education, conference participation, and co-branded newsletters and digital media to support employees and constituents who are caregivers or family members of individuals with disabilities.

Quantifiable outcome

• Over 35 years serving families with special needs planning
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• Angelman Syndrome FoundationcoreStrategic or Co-development PartnerProtected Tomorrows participates in Angelman Syndrome Foundation events and conferences. Mary Anne Ehlert leads sessions at ASF Family Conferences on Future Care Planning. The 2026 ASF Family Conference is listed as an upcoming event where Protected Tomorrows will lead workshops.
• Special Olympics IllinoiscoreStrategic or Co-development PartnerMary Anne Ehlert serves on the board of Special Olympics Illinois and its Foundation. The organization connects with the special needs community through Special Olympics events and programs.
• Simplicity GroupcoreStrategic or Co-development PartnerProtected Tomorrows was acquired by Simplicity Group in 2024. Now operates as a Partner entity under Simplicity Group, with Mary Anne Ehlert serving as Partner. Investment advisory services offered through Simplicity Wealth, LLC, an SEC-registered investment adviser.
• National Disability InstitutecoreStrategic or Co-development PartnerMary Anne Ehlert has served on the board of the National Disability Institute, connecting Protected Tomorrows with broader disability advocacy and financial empowerment initiatives.
• Best BuddiesminorStrategic or Co-development PartnerJosh Eisenschenk serves on the Young Professionals Board for Best Buddies and has twice been named a Champion of the Year candidate, helping raise awareness and funds for the organization's mission.
• Cure SMAminorStrategic or Co-development PartnerProtected Tomorrows participates in Cure SMA programs and events, with positive feedback received from Cure SMA Chicago Summit of Strength attendees.
• GiGi's PlayhouseminorStrategic or Co-development PartnerEducational sessions and presentations provided to GiGi's Playhouse families on topics relevant to Down syndrome community planning.
• Corporate Employers and ERGscoreChannel Partner/ Reseller/ DistributorProtected Tomorrows provides services to corporate employees through HR departments and Employee Resource Groups. Services include customized webinars, Town Hall meetings, on-site consulting, and co-branding of newsletters and digital media for disability support programs.
• Not-for-Profit OrganizationscoreChannel Partner/ Reseller/ DistributorPartnerships with mission-based non-profit organizations to provide compassionate financial advisory and special needs planning services to constituents and families served by these organizations.
• Special Needs Care Directory PartnerscoreOthersNetwork of 926+ external care providers, service organizations, and support resources across 90+ categories including healthcare, legal, financial, residential, transportation, and recreation services available to families.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Others

• Special Needs Alliance: A national network of special-needs planning attorneys focused on trusts and guardianship; adjacent legal-advisory ecosystem that overlaps with and refers into planning services.
• Commonwealth Community Trust: Nonprofit administrator of pooled special needs trusts, comparable on the trust-administration dimension of Protected Tomorrows' offering.
• The Center for Special Needs Trust Administration: Nonprofit specializing in special needs and pooled trust administration for individuals with disabilities, overlapping on the trust services side.
• The Arc: National disability advocacy organization offering master trusts and family support resources; ecosystem peer serving the same beneficiary population.

Emerging players

• Academy of Special Needs Planners: Membership and resource organization for special-needs planning professionals and families, intersecting Protected Tomorrows' educational and planning content niche.

Broad incumbents

• MassMutual SpecialCare: MassMutual's dedicated program for families with special-needs dependents offering financial and special needs trust planning; directly overlaps Protected Tomorrows' core offering but embedded within a large insurer.
• MetLife Center for Special Needs Planning: A specialist advisory group focused on financial planning for families with special-needs members, directly comparable in service scope to Protected Tomorrows.
• Merrill Special Needs Financial Services: Wealth-management arm offering specialized advisory for families with disabilities; overlaps on the financial planning component within a large brokerage.
• Voya Cares: Voya Financial's special needs and disability planning program providing financial planning and caregiver resources, competing in the same niche with far larger distribution.

Direct peers

• Planned Lifetime Assistance Network (PLAN): Nonprofit networks providing lifelong future-care planning, trust services, and advocacy for people with disabilities, closely mirroring Protected Tomorrows' mission and service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/protectomorrows
• Facebookfacebook.com/ProtectedTomorrows
• LinkedInlinkedin.com/company/protected-tomorrows

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Protected Tomorrows