Don’t just dream about a secure future—plan for it with customized solutions from Sunshine & Sage Solutions. Whether it’s protecting your loved ones with life and health insurance or building wealth with confidence, we’ll guide you every step of the way.

14,721 Clients Served
214 Financial Plans Created
25 Years Combined Experience
189 Success Stories

Tailored Insurance and Wealth Strategies for a Secure Future

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ABOUT US

Helping you secure your future with personalized insurance and wealth management strategies.
At Sunshine & Sage Solutions, we specialize in crafting customized life/health insurance plans and wealth management solutions to align with your goals. Partner with us to achieve financial security and peace of mind.

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What We Offer

Life/Health Insurance

Comprehensive insurance plans designed to protect you and your loved ones, ensuring financial security in every stage of life.

Wealth Management

Expert financial strategies and planning to grow, preserve, and manage your wealth for a prosperous future.

Ready to take control of your financial future with tailored solutions?

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Meet Melissa!

Founder + CEO

Melissa Lorenzo

Hi, I’m Melissa. As a Speech Language Pathologist (SLP) by trade, I bring a new perspective to the life and health insurance industry.

With extensive experience in health care - including skilled nursing, long term care, assisted living and the hospital settings - I’ve seen the pitfalls of many insurance plans. Plainly, it sucks.

But, I’m here to help you find the plan that meets your needs. While every plan may have its drawbacks, I want to help you find the plan that works with you instead of against you.

As an SLP, I’ve also seen the toll that death, illness and accidents can take on families.

I’m here to help you protect your family and your finances.

Hiring caregivers, making the mortgage payments, or just living after your loved one passes away is beyond hard - It can be devastating. Emotionally and financially.

The last thing I want you to have to deal with is wondering where the money is going to come from.

By combining my knowledge of the health care system, insurance and wealth management, I strive to help you take control over how your wealth grows.

Mentors

Every great Team needs Mentors - and I have some of the best.

As a top 10 business in the National Alliance Association (NAA) 3 years running, Robin and Caroline Paugh of Graceland Financial and Rise Management are born leaders.

By combining my helping personality and experience as a health care worker with their extensive experience in producing insurance and wealth management plans, you will be in the best hands.

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