Integrity works across life, wealth, and health—hundreds of firms, millions of families—so Tom has a front-row seat to what’s really happening. And here’s what came up: everyone says they’re doing holistic financial planning, but when you really look at it, most are still operating in one lane. Maybe two.
That gap is real, and it’s showing up every day in missed opportunities to serve people better. Between market volatility, policy uncertainty, and increasing regulation, the pressure is building, but the core issue is simple: we know what people need—we’re not delivering it at scale.
Tom put it plainly—we have an obligation here. If we know how to help people build stronger financial foundations, then not doing it at scale isn’t acceptable.
That’s exactly why this work, and what we’re building at Finseca, matters.
