Question 1

Do I need a website to use AdvisorCal?

Accepted Answer

No. Every calculator comes with its own branded landing page that you can share as a standalone link. on social media, in emails, or in ads. If you do have a website, you can also embed any calculator with a single iframe tag. Works with WordPress, Wix, Squarespace, or any site builder.

Question 2

Will my clients see the AdvisorCal brand anywhere?

Accepted Answer

No. Every page displays your logo, your colors, your company name, and your headshot. Your clients and prospects will only see your brand. AdvisorCal is never visible to them.

Question 3

What are the advisor tools and how are they different from the calculators?

Accepted Answer

The 28 calculators are client-facing tools you embed on your website to capture leads. The 16 advisor planning tools are tax-aware analysis tools you run during client meetings. Roth conversion analysis, tax projections, inherited IRA modeling, legacy planning, and more. Each one generates two deliverables: a multi-page branded PDF report for the meeting AND a persistent household page online that the client can revisit between meetings.

Question 4

Which advisor tools are included?

Accepted Answer

Your subscription includes all 16 advisor planning tools: Roth Conversion Pro, Tax Burden Analysis, Tax Projection Advisor, Tax Analyzer, Tax-Efficient Withdrawals, Backdoor Roth Advisor, Annuity Income Analyzer, QCD Optimizer, NUA Strategy Advisor, Legacy Optimizer, Inherited IRA Optimizer, Housing Decision, FERS Pension Estimator, TSP Withdrawal Planner, FEHB & Medicare Coordination, and Federal Benefits Gap Analysis. Each tool generates detailed results with charts and branded PDF reports.

Question 5

Are the calculators and advisor tools compliant?

Accepted Answer

All tools use hedged language like 'estimate' and 'may'. never promissory language. You can set custom compliance disclaimers globally, per calculator, and per advisor tool. Disclaimers appear on every PDF report. The tools provide educational estimates, not financial advice.

Question 6

How current is the data in the calculators?

Accepted Answer

All calculators and advisor tools use the latest IRS tax brackets, SSA benefit tables, CMS Medicare/IRMAA thresholds, and contribution limits. Data is updated when new figures are released so your clients always get accurate results.

Question 7

What exactly do I get when a lead comes in?

Accepted Answer

You get their first name, last name, email, phone number, the name of the calculator they used, every input they entered, and their calculated results. Both you and the client receive an email with a branded PDF report attached. All leads are stored in your dashboard where you can track and manage them.

Question 8

Can I manage clients and reports within AdvisorCal?

Accepted Answer

Yes. The advisor tools include a built-in client management system. You can save reports to client profiles, view report history, search by client or date, and manage team members with role-based permissions.

Question 9

What do the advisor tool PDF reports include?

Accepted Answer

Each advisor tool report is a multi-page branded PDF with your firm's name, logo, and colors. It includes an executive summary, highlighted key results, a full assumptions and inputs table, year-by-year projection tables, embedded charts, and your compliance disclaimer.

Question 10

Can prospects use the calculator without entering their info?

Accepted Answer

That's up to you. You can toggle lead capture on or off for each calculator. With it on, prospects fill out the calculator and enter their info to unlock results. With it off, they can see results immediately.

Question 11

Is there a limit on leads or reports?

Accepted Answer

No. There are no per-lead fees, no per-report fees, and no caps. You get unlimited leads across all 28 calculators, unlimited advisor tool reports, and unlimited PDF downloads. The plan is flat-rate.

Question 12

How do I add a calculator to my existing website?

Accepted Answer

Copy and paste a single iframe embed code from your dashboard. No plugins to install, no JavaScript files to manage. Works on WordPress, Wix, Squarespace, Webflow, or any HTML site. The calculator automatically resizes to fit your page.

Question 13

Is lead and client data secure?

Accepted Answer

Yes. All data is transmitted over HTTPS and stored in a secure, encrypted database. Lead and client data is only accessible through your authenticated dashboard. We never share, sell, or use your data for any purpose.

Ask Sarah anything.