Integrated Wealth Solutions
Fee-Based Financial Planning
We bring focus, strategic awareness and vigilance to the financial planning process to keep you on track to reach your goals.
Having a written financial plan that is reviewed and updated regularly is one of the best strategies for reaching financial success.
We work with our clients to help them set measurable goals, create a plan of action for reaching those goals, evaluate and make smart financial decisions, and maintain good financial habits along the way.
*Financial plan recommendations can be implemented by Greg Harvey. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
We Plan With You To Help You Meet Your Goals
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 CRN202212-274387
FINRA Broker Check
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
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