SPECIALIZED EXPERTISE. CONNECTED BY YOUR PLAN.Start with your plan. Bring the right professionals together. Explore the affiliated companies and services that can support each part of your financial life.
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Financial planning
Insurance & annuities
Managed accounts
Alternative investments
Alternative managed accountsA map of complementary services, not a prescribed investment allocation or sequence. Your needs determine which services, if any, fit your plan.
TomiPlan, LLC provides non-securities financial planning, education, and coordination. It does not provide securities recommendations or investment management, or individualized tax or legal advice.
Synchrony Wealth Management is an advisory-team marketing identity; Everspire is an ensemble and d/b/a of Aegis Wealth Group, LLC. Aegis is the investment adviser and contracting firm for both.
M. H. LeBlang, Inc. operates in distinct capacities: M. H. LeBlang Insurance Services as an insurance agency; MHL Investments as a broker-dealer, member FINRA/SIPC; and MHL TAMP as an investment adviser. FINRA/SIPC membership applies only to the brokerage business.
E6 Portfolios, LLC provides investment management and model implementation within its advisory mandate. Each provider’s agreement defines its services and authority.
Tax, investment, and insurance considerations. “Tax mitigation” describes evaluation of tax-sensitive alternative investments, not a promise of tax savings or the provision of tax advice. Outcomes depend on the investment, applicable law, and individual circumstances. Alternative investments may involve substantial loss, illiquidity, complexity, and investor eligibility requirements. Diversification and investment management do not assure a profit or prevent loss. Insurance guarantees depend on the issuing insurer’s claims-paying ability and contract terms.
Affiliations & your choice. Common ownership and compensation create financial incentives to use affiliated providers. You may choose unaffiliated professionals. Engaging one eVision company does not engage another. Separate agreements, fees, disclosures, authorizations, supervision, and termination rights may apply.
eVision is a shared identity and operating framework for affiliated companies. It is not a separate legal entity or registered financial institution. Services are provided by the specifically identified provider in its stated capacity.
MHL Investments · BrokerCheck ↗MHL TAMP · disclosures & Form ADV ↗Aegis / Everspire · disclosures ↗E6 Portfolios · disclosures ↗
