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Meet Our Team of Expert

Picture of Melissa
Melissa Lorenzo, MS. CCC-SLP, ECDCS, CCFP, ADHD-RSP, IM

By trade, I have been practicing as a Speech Language Pathologist (SLP) for 10 years. As an SLP, I have taken on many challenging situations as a result of insurance challenges.

From seeing patients forced to leave a skilled rehab facility due to ending coverage to families unable to hire in-home caregivers due to lack of coverage, I’ve seen far too much of it. Initially, I was hesitant to join the insurance industry. I won’t lie.

But then I actually thought about it. If I can help a family find a life insurance plan, health insurance coverage, or hospital indemnity policy that will actually support them, isn’t that better than just getting mad? I would get so frustrated at the facility and the system because my patient, who couldn’t remember how to safely get dressed, was being discharged because they could walk 250 feet… they were naked - but they could walk.

If that patient had a long-term care insurance plan better suited to their needs, they could have had more time in rehab. That extra time could mean the difference between another fall or walking around safely. No, an insurance plan isn’t a doctor. But it can provide the environment and time for healing to happen. That’s the part I want to help with.

What We Do

Sunshine & Sage Solutions specializes in helping individuals and families secure their futures with personalized insurance plans and wealth management services.

We are the go-to partner for those seeking tailored life insurance plans, health insurance coverage, hospital indemnity, and wealth management solutions in Tampa, Wesley Chapel, Lutz, Land O’Lakes, Zephyrhills, and Dade City. Our team combines years of expertise with a client-first approach to deliver exceptional results that empower our clients to achieve financial stability and growth.

Through our life and health insurance services, we provide peace of mind by ensuring comprehensive family financial protection, while our wealth management strategies focus on preserving and growing your financial resources. We are dedicated to helping you navigate the complexities of financial planning solutions with ease and confidence.

Partner with us to take control of your financial future, and let our expert team guide you every step of the way.

What We Offer​​

Insurance Agent

Life Insurance

Comprehensive life insurance plans designed to protect you and your loved ones, tailored to your unique circumstances.

  • Term Life Insurance

  • Whole Life Insurance

  • Hospital Indemnity

  • Mortgage Protection

  • Mortgage Payment Protection

  • Long-Term Care Insurance

  • Dental Insurance

  • Short-Term Disability

  • Final Expense Insurance

Accountant

Wealth Management

Strategic financial planning to grow, preserve, and manage your wealth for long-term success.

  • Annuities

  • Investment Strategies

  • Retirement Savings Plans

  • Estate Planning Advice

  • Business Insurance Solutions

Address

2831 Allegra Drive, Suite 205, Lutz, FL 33559

Phone

813.421.1634

Email

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www.sunshineandsagesolutions.com
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