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The heart of our mission at Point Vantage is expressed the same way for businesses as it is for individuals … we will refresh your perspective by sharing and implementing creative concepts that reflect innovative thinking derived from years of experience.

For businesses, our mission is to facilitate the creation and implementation of high quality, cost efficient employee benefits plans that reduce your employer liability, ease your organization’s human resources burden and also serve to improve employee life.

For individuals, our mission is to improve your financial well being by first evaluating the risks that threaten your security while we also establish a personalized pathway towards meeting your objectives with a process that emphasizes regular and intentional review.

Our mission can only be accomplished if the philosophy that shapes our organization is one that places the needs of others at the forefront. We have simplified this philosophy by expressing it as our motto “Be Trustworthy”.