Planning tools for advisors. Calculators for the site.

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14

Pro tools

28

Calculators

$0

Per-lead fees

2 min

To go live

For your firm

The tax-smart workspace, in the room.

Get them in fast. Run the math live. Hand them a branded plan. Their household page stays online after.

Get clients in fast

Three ways to add a client. No typing.

Pick one. Each one lands a ready household. Tools take it from there.

AI Importer
Drop a document

Drop a statement, 1099, or even a napkin sketch. We read it. You review. Done.

  • Up to 20 files at once
  • Review each item before it saves
  • One bad row never breaks the rest
Open it →
CRM Sync
Pull from your CRM

Hook up your CRM. Pick the clients you want. Pick the fields. Done.

  • Wealthbox now · more coming
  • Pick what to bring over
  • Try it first with sample data
Connect it →
Sendable Discovery
Send a 5-minute link

Make a link. Send it. They answer 8 questions. You hit one button. Now they're a client.

  • Share like a Calendly link
  • Set an expiry · kill it anytime
  • One click turns answers into a client
Make a link →

Either way, you end up with a ready household. Change one number — every tool below sees it.

The planning suite

16 tax-aware planning tools. Built for the meeting.

Run the math live. Hand them a branded plan. Their household page keeps living online. Click any tool to try it.

Pro ToolsWorkspace · Advisor workbench
Retirement Planner + 16 tools · try any free
Retirement PlannerThe flagship
One plan. Cash flow, taxes, Social Security, RMDs, Monte Carlo. The big one.
Open the tool
Tax planning
Retirement income
Estate & legacy
Federal retirement
Also built into the platform
Workflows
Build a custom workflow from multiple tools.
Households
Tags, notes, search.
Branded PDFs
Your logo on every report.
Report history
Every run, searchable forever.
What they walk away with

A real report. Not a printout of inputs.

Cover, summary, projection chart, Monte Carlo, Roth plan, Social Security timing, tax brackets year-by-year. Every page sourced from the math engine.

Branded with your firm. Print as PDF for the meeting. Persist as the client's household page online. Both update in seconds when the plan changes.

  • 15report sections
  • 1,000Monte Carlo runs per plan
  • < 5sto regenerate after an edit
See the full reportTry the wizard first
Start free trial. All tools included.
For your prospects

Calculators that pull leads off your site.

28 branded calculators. Embed any of them. Every run captures a lead.

Built for lead capture

Visitors come in. Leads come out.

Prospects run the math on your site. You get the data.

📊
Calculators
Try any of our 28 financial calculators live
🧠
Advisor Tools
Run Roth conversions, tax projections, and legacy analysis
👤
Lead Capture
See the lead form prospects complete with real data
🎨
Your Brand
Two firms, two calculators — same platform
📄
PDF Reports
Branded reports your clients receive after every calculation
advisorcal.com/calculators/retirement-tax-calculator
Interactive
Click the tabs above to explore each feature — scroll inside the preview to interact.
Try every calculator

28 calculators. Every one a reason to engage.

Built on current IRS, SSA, and CMS data. Branded to your firm. Click any one to see what your clients see.

📊
Retirement Tax Calculator
Uncover the hidden tax bill in your retirement accounts
Try it →
🔄
Roth Conversion Analyzer
Could converting save you six figures? See the math
Try it →
🏦
Social Security Optimizer
Find the claiming age that maximizes lifetime benefits
Try it →
📅
RMD Calculator
Project required withdrawals before the IRS penalizes you
Try it →
🏠
Estate & Gifting Planner
The $13.6M exemption sunsets soon — plan now
Try it →
🏥
Medicare IRMAA Calculator
Find out if income surcharges are tripling your premiums
Try it →
💰
401(k) Maximizer
Stop leaving free employer match money on the table
Try it →
🎓
College vs. Retirement
See how to fund your kids' education without sacrificing yours
Try it →
⚖️
Pension vs. Lump Sum
This irreversible decision is worth hundreds of thousands
Try it →
📈
Inflation Impact Calculator
Your purchasing power drops nearly in half over 20 years
Try it →
📋
Tax Bracket Explorer
See where every dollar of income falls — visually
Try it →
💳
Debt vs. Invest Calculator
Pay off debt or invest? The math has a clear answer
Try it →
❤️
Life Expectancy Estimator
Every retirement plan hinges on this one number
Try it →
⏰
Save Now vs. Later
Waiting 5 years could cost you six figures in growth
Try it →
📉
Withdrawal Longevity
Will your money outlast you? Find out in 2 minutes
Try it →
🌱
Savings Growth Projector
Watch compound interest turn small savings into wealth
Try it →
✅
Retirement Readiness Score
On track or just hoping? Get your honest score
Try it →
📝
Annuity Tax Analyzer
See how much tax drag is silently eating your returns
Try it →
🔐
Backdoor Roth Calculator
Navigate pro-rata rules and model multi-year backdoor conversions
Try it →
📜
Inherited IRA Calculator
Map the SECURE Act 10-year rule and minimize the tax hit
Try it →
📦
NUA Calculator
Net Unrealized Appreciation — could it save you thousands?
Try it →
🔮
Tax Projection
Project your tax brackets year-by-year through retirement
Try it →
🪨
Gold Price Projection
Where is gold headed as the dollar declines?
Try it →
🪙
Silver Price Projection
The most undervalued precious metal — see the projections
Try it →
🏛️
FERS Pension Estimator
Project your federal pension with High-3, COLA, and survivor benefits
Try it →
📊
TSP Withdrawal Planner
Model TSP drawdown strategies and find your depletion risk
Try it →
🏥
FEHB & Medicare Coordination
Compare FEHB-only vs. FEHB + Medicare — find the breakeven age
Try it →
🔍
Federal Benefits Gap Analysis
Combine FERS, TSP, and Social Security to find retirement income gaps
Try it →
Calculator Preview
Branded plans + household pages

Every run makes a report — and a household page.

Short PDFs for prospects. Long plans for clients. A persistent online household page for every client. All branded to your firm.

Client-Facing Reports

Sent automatically after every calculation

  • Your logo, colors, and firm name
  • Full inputs, results, and compliance disclaimer
  • “Schedule a meeting” CTA with your booking link
  • Auto-emailed to both you and the client

Summit Wealth Advisors

Retirement Tax Analysis
Prepared for Sarah Johnson · April 1, 2026
Total Tax
$65,747
Tax Savings
$12,430
Effective Rate
22.4%
Schedule a Meeting
Summit Wealth Advisors · (555) 123-4567 · summit@example.com
Built From Experience

I built this because good advisors deserve better tools.

I worked inside an IMO. I watched advisors nail the meeting. Build real trust. Then open a planning tool that looked like 2009. The math was right. The output was ugly. Clients tuned out. AdvisorCal is what I wished they had back then: tax-aware tools for the meeting, a household page the client actually wants to keep open, and calculators that pull leads off the site.

Isaiah Grant, Founder of AdvisorCal
Isaiah Grant
Founder, AdvisorCal
42
Financial Tools
100%
White-Labeled
$0
Per-Lead Fees
Q&A

Questions, answered.

What’s the difference between the tools and the calculators?

You get both. Advisor tools run in your meetings — Roth conversions, tax projections, Social Security timing, the full Retirement Planner, and more. Each one is tax-aware, generates a branded PDF for the meeting, and lives on as the client's persistent household page online. Calculators sit on your website. Prospects run their numbers. You get the lead.

Will my clients see the AdvisorCal name anywhere?

Never. Every page, every link, every PDF shows your firm. Your logo, your colors, your name. AdvisorCal stays invisible.

What does the report look like?

A multi-page PDF with a serif cover, firm name, prepared-for line, executive summary, key result rows, year-by-year tables, charts, your disclaimer, and your logo on every page. The same math also renders as the client’s persistent household page online — between-meetings home, not a one-shot document. Both save to the client profile and update when the plan changes.

Do I need a website?

No. Every calculator comes with its own branded landing page. Share the link in email, on social, or in an ad. If you do have a site, embed any calculator with one line of code. Works on WordPress, Wix, Squarespace, Webflow.

Are leads or reports capped?

No. Flat price. Unlimited leads across all 28 calculators. Unlimited advisor tool reports. Your cost is the same at 5 leads or 5,000.

Is the math current?

Yes. IRS brackets, SSA benefit tables, Medicare and IRMAA thresholds, contribution limits. Updated when the new numbers come out.

Are the tools compliant?

The tools use hedged language. “Estimate.” “May.” Never promises. Set your firm disclaimer once. It shows on every PDF and every page.

Is my client data safe?

Yes. Everything moves over HTTPS. Everything is stored encrypted. Only your firm’s logged-in users can see it. We never share or sell.

16 planning tools. 28 calculators. One price.

Start free. No credit card.

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