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Financial Planning > Behavioral Finance

Special Needs Advisor Joins Consortium

By Staff Writer

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NU Online News Service, June 29, 2004, 6:42 p.m. EDT

Ehlert Financial Group Inc., Vernon Hills, Ill., has agreed to join M Financial Group, Portland, Ore., as a provisional member.[@@]

M Financial is a national financial services marketing consortium.

Ehlert Financial is a firm that sells financial planning services to families with special needs. Mary Anne Ehlert, the owner of the firm, learned about the market when her own family set about planning for care for a younger sister who was born with cerebral palsy.