Meet Sage Synergy Solutions

After 35 years as an entrepreneur and strategic advisor, I have seen a consistent pattern: many companies treat employee benefits as a line-item expense to be "managed" rather than a strategic asset to be "leveraged."

At Sage Synergy Solutions, we view things differently. We believe that for a company with 10 to 100 employees, your financial structure and your people strategy are inseparable. If your benefits aren't aligned with your long-term business goals, you aren't just losing money—you’re losing your competitive edge.

Our firm was founded to provide discipline, clarity, and executive-level thinking to organizations that have outgrown "cookie-cutter" insurance plans but aren't yet served by the massive global consultancies.

Whether we are designing a Section 125 plan to optimize tax savings, structuring income protection for your key executives, or mapping out a 10-year succession plan, our approach is never transactional. It is structural.

We are here to help you protect what you’ve built, retain the talent that makes you successful, and ensure your business is as resilient as the vision that started it.

I look forward to building something lasting with you.

Stacy L. Kinoshita Founder & Principal Strategic Advisor Sage Synergy Solutions