About Vantage Pointe
We're a healthcare cost strategist for small businesses. We don't quote carriers—we redesign how you provide healthcare to your employees.
Our Story
Vantage Pointe was founded on a simple observation: small business owners were being failed by traditional insurance brokers. They faced 15-25% annual premium increases, employees with unaffordable deductibles, and brokers who responded with the same solution every year—"Let me shop your renewal with another carrier."
We recognized that the real problem wasn't carrier selection. It was that small businesses lacked access to the structural innovations that large corporations use to manage healthcare costs. Level-funded plans, direct primary care integration, gap coverage, and alternative funding models existed—but they were locked behind national brokerages and large employer thresholds.
Vantage Pointe was built to change that. We work with small and medium-sized businesses (5-300 employees) to restructure their benefits using fixed-price models, alternative funding strategies, and direct primary care. The result: predictable costs, better employee access to care, and stable renewals.
Today, we're the benefits restructuring advisor for small businesses in Southwest Florida who refuse to accept "this is just how the market is."
Our Core Values
Independence
We're not tied to any carrier or incentivized by commissions. Your interests come first, always.
Transparency
We explain how healthcare works, show you alternatives, and let you make informed decisions. No pressure, no fluff.
Partnership
We're committed to your long-term success. We stay with you year-round to optimize your plan and protect against volatility.
Meet Our Team
Roger
Founder & Principal Consultant
With years of experience in employee benefits consulting, Roger founded Vantage Pointe to solve a fundamental problem: most brokers don't redesign benefits—they just quote carriers. Roger's mission is to help small business owners access the same strategic healthcare solutions that large corporations use.
Wendy
Senior Benefits Advisor
Wendy specializes in alternative funding models and level-funded plans. She has helped over 100 companies reduce healthcare costs by an average of 20-40% while improving employee access to care. Her expertise in pharmacy management and cost volatility helps clients navigate the unpredictable healthcare landscape.
Leo
Compliance & Retirement Specialist
Leo ensures all clients remain compliant with evolving regulations while maximizing tax benefits through retirement planning. He stays current on ERISA requirements, fiduciary standards, and emerging regulatory trends that affect small employers.
What We Do Differently
Restructuring, Not Shopping
We redesign your entire benefits strategy using fixed-price models, alternative funding, and direct primary care—not just move you to another carrier.
Focus on Access, Not Just Cost
Yes, we reduce your premiums 20-40%. But we also lower deductibles and improve employee access to care so your benefits are actually usable.
Education-First Approach
We teach you how the healthcare system works, show you your options, and let you decide. No pressure. High transparency.
Year-Round Partnership
We don't disappear after implementation. We monitor your plan, optimize for cost volatility, and stay ahead of regulatory changes.
Independent & Unbiased
We're not tied to any carrier. We work with multiple carriers and funding partners to find the best fit for your business.