Everything we offer, in one place.
Services for you and your family, workshops to learn at your own pace, and free tools you can use right now.
Founder and Principal Partner, NeoPenn Life Strategies LLC
Understand it first. Then choose what fits.
We explain how each option works in plain language, so the decision stays yours.
Living Benefits
How some life insurance can help during a serious illness, while you are living.
Health Insurance and Medicare
Individual and family plans, and your Medicare choices as you approach 65.
Retirement Income Concepts
How savings can become income in retirement, and where taxes fit in.
Long Term Care Planning
Preparing for the cost of care at home or in a facility.
Insurance and Retirement Reviews
A second look at the coverage and accounts you already have.
Business Opportunity
Learn the business and help families, part time or full time.
Medicare disclosure: Not connected with or endorsed by the U.S. government or the federal Medicare program.
Prefer to learn first?
Education only. Come with questions, leave with a clearer picture.
-
Free workshop
Financial Literacy for Real Life
How money works: the core concepts most of us were never taught.
Open workshop → -
Free online workshop
Wills & Trusts
Wills, trusts, beneficiaries and powers of attorney in plain language.
Open workshop → -
Workshop
Long Term Care Planning
What care can cost and the ways families prepare for it.
Open workshop → -
Workshop
Wealth Mindset
How the way you think about money shapes what you do with it.
Open workshop → -
Workshop
Wealth Building
How saving, time and compounding work together.
Open workshop →
Run your own numbers. No sign-up.
Each tool runs in your browser. What you enter is not saved or sent to us.
Money and protection tools
-
Life Strategies
How Much Life Insurance Do I Need?
Estimate a starting figure from debt, income, mortgage and education costs.
Open tool → -
Wealth Strategies
Cost of Waiting
Compare starting to save today with starting later.
Open tool → -
Wealth Strategies
Emergency Fund Planner
Sort needs from wants and set a 3 to 6 month goal.
Open tool → -
Wealth Strategies
Debt Payoff Planner
Compare two payoff orders: smallest balance first or highest rate first.
Open tool → -
Wealth Strategies
Three Tax Buckets Quiz
Five quick questions about how your savings are taxed.
Open tool → -
Wealth Strategies
Rule of 72 Calculator
Estimate how long money, or a debt, could take to double.
Open tool → -
Life Strategies
Cost of a Habit
See what a small daily expense adds up to over the years.
Open tool →
General tools
-
Life Strategies
How Old Am I Today?
Your exact age in years, months and days.
Open tool → -
Productivity
QR Code Creator
Make a QR code for a link, Wi-Fi, a contact card and more.
Open tool → -
Productivity
Reduce PPTX Size
Shrink a PowerPoint file so it fits in an email.
Open tool → -
Productivity
PPSX to PPTX Converter
Turn a PowerPoint show file into a deck you can edit.
Open tool →
No tool matches that search. Show all tools
Tools and workshops are for general education. Tool results are estimates based only on what you enter, and are not advice or a recommendation.
Talk. Learn. Protect.
Talk
A first conversation about your family, your goals and your questions.
Learn
We walk through how your options work, in plain language.
Protect
You choose what fits, when you are ready. No pressure.
Not sure where to start? Start with a conversation.
Tell us what is on your mind and a member of our team will reach out to set up a time.