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Integrated Wealth Solutions

  • Home
  • About 
    • Meet the Team
    • What We Do
    • Continuous Evaluation Process
    • E-Money
    • Licenses
  • Services 
    • Wealth Management
    • Fee-Based Financial Planning
    • 401(k) Services
  • Contact Us 
    • Contact Information
  • Partner Sites
  • …  
    • Home
    • About 
      • Meet the Team
      • What We Do
      • Continuous Evaluation Process
      • E-Money
      • Licenses
    • Services 
      • Wealth Management
      • Fee-Based Financial Planning
      • 401(k) Services
    • Contact Us 
      • Contact Information
    • Partner Sites
eMoney
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Integrated Wealth Solutions

  • Home
  • About 
    • Meet the Team
    • What We Do
    • Continuous Evaluation Process
    • E-Money
    • Licenses
  • Services 
    • Wealth Management
    • Fee-Based Financial Planning
    • 401(k) Services
  • Contact Us 
    • Contact Information
  • Partner Sites
  • …  
    • Home
    • About 
      • Meet the Team
      • What We Do
      • Continuous Evaluation Process
      • E-Money
      • Licenses
    • Services 
      • Wealth Management
      • Fee-Based Financial Planning
      • 401(k) Services
    • Contact Us 
      • Contact Information
    • Partner Sites
eMoney
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    We have created a special process for successful individuals called The Continuous Evaluation Process.

    The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your financial assets and strategies. Created by Greg Harvey of Integrated Wealth Solutions, The Continuous Evaluation Process helps you take full advantage of wealth building opportunities, reduce risk, and achieve your financial goals.

     

    The Continuous Evaluation Process is a step-by-step process divided into distinct phases. In phase one, you participate in a one-on-one Starter Session to assess your current situation and set goals. When you've completed the session, you'll be ready to participate in The Continuous Evaluation Program. Working together in phase two, we help you develop strategies and a detailed plan. In phase three, we help you develop a team and implement your plan. You can also take advantage of The Continuous Evaluation Toolbox, our full suite of tools and capabilities. There is no obligation to begin your sessions and the plan can be implemented with whomever you choose.

     

    Contact Us to receive your free starter session Evaluation and Questionnaire.

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Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.

Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.

Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202610-521002

 

FINRA Broker Check

Insurance

Greg is licensed to sell insurance products in the following jurisdictions:

AR, CA, CO, CT, DE, GA, IA, IL, KS, MA, MI, MO, NC, NE, OK, OR, SD, TN, TX, UT, VA, WI

California Insurance Licensing: #Greg Harvey Domiciled in California CA Insurance License #0H48863

Arkansas Insurance Licensing #AR Insurance Producer License No. 93793

Securities

Greg is registered to offer securities in the following jurisdictions:

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NJ, OH, OK, SC, SD, TX, UT, VA

Scot and Jon are registered to offer securities in the following jurisdictions: KS, MO

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