Clear strategies for saving, debt and retirement income.
Free tools, free workshops and plain-language guidance from NeoPenn Life Strategies LLC, so you can see how your money works today and prepare for the years ahead.
Start with your own numbers
Each tool runs in your browser. What you enter is not saved or sent to us.
Save and prepare
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Emergency Fund Planner
Sort your needs from your wants and set a three to six month emergency fund goal.
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Cost of Waiting
Compare starting to save today with starting later, using a hypothetical rate of return.
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Rule of 72 Calculator
Estimate how long money could take to double at a given rate, and how the same math works on debt.
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Debt and taxes
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Debt Payoff Planner
Compare the snowball and avalanche methods side by side: payoff date and total interest.
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Three Tax Buckets Quiz
Five quick questions about where your savings sit today: taxed now, taxed later, or tax-advantaged when rules are met.
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These tools are for general education. Results are estimates based only on what you enter. Growth figures are hypothetical, are not guaranteed, can be negative, and do not account for taxes, fees or inflation. They are not investment, tax or financial advice.
Learn first. Decide later.
Free education on how money works, with no obligation and no pressure.
From first savings to retirement income
When you are ready to talk, these are the conversations people most often start with.
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Retirement Income Concepts
Learn how savings can become income for the retirement years.
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Insurance and Retirement Reviews
A second look at the policies and retirement accounts you already have.
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Income Protection
Help your household keep going if a paycheck stops.
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Legacy Planning
Decide how what you leave reaches the people you choose.
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Talk
A first conversation about your goals and where you stand today.
Learn
We explain the concepts and your options in plain language.
Protect
If something fits, we help you put it in place. You decide.
Sreeram Penna
Founder and Principal Partner, NeoPenn Life Strategies LLC
Wealth Strategies is part of NeoPenn Life Strategies LLC. Sreeram works with clients and families on income protection, insurance strategies, retirement income concepts, long term care planning and legacy planning, with education and transparency first.
For current licensing details, please visit srepen.com/bio.
Ready to look at your numbers together?
Tell us what is on your mind. A first conversation is free and comes with no obligation.
Information on this page is for general education and is not investment, tax, legal or insurance advice. Examples that show growth use hypothetical rates of return, which are not guaranteed and can be negative. NeoPenn Life Strategies LLC does not offer securities or investment advisory services.