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Jeremy S. Joseph, CFP®, ChSNC®

Protected Tomorrows

Jeremy S. Joseph, CFP®, ChSNC®

Protected Tomorrows

Jeremy S. Joseph, CFP®, ChSNC®

Protected Tomorrows

Profession LogoFINANCIAL PLANNER

Jeremy Joseph joined Protected Tomorrows in 2024, bringing over 18 years of experience in the financial services industry.

As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Special Needs Consultant® (ChSNC®), Jeremy is deeply committed to helping families navigate the unique challenges of raising a loved one with special needs. His dedication is inspired by his personal journey as a father to a son with special needs, giving him firsthand insights into the vast complexities families like his face every day. Jeremy has a long history of advocacy, including serving as Treasurer of the Board for C.I.T.Y. of Support, a nonprofit organization supporting families navigating therapy for their children. He continues to volunteer with the organization, leading a Dad’s Meetup group to foster community and connection. He is also a proud member of the Academy of Special Needs Planners.

He lives in Lake Zurich, Illinois, with his wife Sami, son Parker, and daughter Remi. Outside of work, he is an avid Kansas Jayhawk fan and loves exploring beach destinations with his family.

Firm Description

At Protected Tomorrows, we know that caring and planning for the future of a family member with special needs is often overwhelming. We take your hand and guide you through the process of planning that future, alleviating your anxieties and transforming your uncertainty into positive action that not only secures a brighter future for your loved one with special needs, but helps you and your family member to grow on your journey together.

Hours

Day From To
Monday 8:30 AM 5:00 PM
Tuesday 8:30 AM 5:00 PM
Wednesday 8:30 AM 5:00 PM
Thursday 8:30 AM 5:00 PM
Friday 8:30 AM 5:00 PM

Cost

Dependent upon each individual situation.

What Is a Special Needs Planner?

Main Office

475 Half Day Road
Suite 210
Lincolnshire, IL 60069

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts