Capabilities
Start with the work. Identify the provider.
One capability can be a starting point. Select a business need, examine the scope, and identify what your practice retains.
What does your practice need next?
relationships
Your goals set the direction.
Aegis Wealth Group, LLC
Advisory home & ensemble infrastructure
Everspire · Synchrony Wealth ManagementProvider & scope ↗Explore providerE6 Portfolios, LLC
Investment implementation & operational support
Investment & platform services · E6 401k · E6 PayrollProvider & scope ↗Explore providerM. H. LeBlang, Inc.
Brokerage, advisory alternatives & insurance
MHL Investments · MHL TAMP · M. H. LeBlang Insurance ServicesProvider & scope ↗Relevant to this needTomiPlan, LLC
Planning capacity & professional coordination
Planning & education · Professional coordinationProvider & scope ↗
Shared ethical standardsTechnology & resourcesDefined responsibilitiesSelected capability
Planning capacity
Organize client priorities, planning information, educational scenarios, and meeting preparation.
Scope for review- Service owner
- TomiPlan planning professionals
- Who remains responsible
- The selected licensed professionals perform regulated analysis and recommendations; each verifies the information required for their own work.
- How it is engaged
- Separate planning engagement and information-sharing permissions.
- Cost categories
- Planning setup/subscription and separately disclosed affiliate compensation, if any.
- Required approval
- Client authorization and engagement scope.
- Not included
- Securities recommendations, individualized tax/legal advice, and implementation.
- Availability
- Contact TomiPlan to confirm current capacity and engagement terms.
A navigation aid, not an affiliation determination or investment recommendation. Connections show possible coordination under appropriate arrangements, not automatic access, authority, or data sharing.
View all capabilities as a table
| Business need | Responsible provider | Scope & approval |
|---|---|---|
| Planning capacity | TomiPlan planning professionals | Organize client priorities, planning information, educational scenarios, and meeting preparation. Client authorization and engagement scope. |
| Portfolio implementation | E6 Portfolios or M. H. LeBlang, Inc. acting as MHL TAMP | Implement the specifically authorized investment mandate. E6 portfolio services and MHL TAMP alternatives remain separate engagements. Mandate, investment eligibility, authority, supported custody, and firm approval. |
| Reporting & billing | E6 Portfolios platform/operations team | Coordinate authorized reporting, billing, and platform workflows around the practice. Data permissions, custody/data compatibility, fee authority, and provider diligence. |
| Advisory affiliation | Aegis Wealth Group | Evaluate an advisory home, approved team brand, and ensemble responsibilities. Diligence, registration, branding, supervision, and written agreements. |
| Brokerage | M. H. LeBlang, Inc. acting as MHL Investments | Explore registered-representative affiliation and approved securities capabilities. Licensing, registrations, supervision, product permissions, and client eligibility. |
| Insurance coordination | M. H. LeBlang Insurance Services; MHL Investments for applicable variable products | Coordinate insurance and annuity services with appropriately licensed professionals. State licenses, carrier appointments, product permissions, and client authorizations. |
| Enterprise support | The company named in each proposed enterprise engagement | Map a firm’s operating needs to a scoped provider arrangement for planning, platform support, or advisory affiliation. Commercial, supervisory, data-handling, security, and implementation diligence. |
The companies
behind the capabilities.
Advisory home & ensemble infrastructure
Aegis Wealth Group, LLC
Advisory affiliation, approved team structures, and the supervision and infrastructure of the responsible investment adviser.
Provider details ↗Investment implementation & operational support
E6 Portfolios, LLC
Portfolio management, TAMP/subadvisory services, model implementation, reporting, billing, and platform support within the selected engagement.
Provider details ↗Brokerage, advisory alternatives & insurance
M. H. LeBlang, Inc.
One legal entity with distinct brokerage, investment-advisory/TAMP, and insurance business lines. Identify the capacity before discussing a service or product.
Provider details ↗Planning capacity & professional coordination
TomiPlan, LLC
Non-securities planning, budgeting, education, coaching, estate/legacy organization, meeting preparation, and coordination with the client’s selected professionals.
Provider details ↗A substantive next step
Start with the work
you want to do differently.
Tell us what is working, where capacity is stretched, and what you want your next chapter to look like. Explore scope, fit, and economics with the appropriate company.
Start a fit conversation