Add a Retirement Readiness Quiz to your website - Financial Advisor Lead Gen

Attract new clients with our Retirement Readiness Quiz for financial advisors. Quick, engaging, and easy to integrate, it boosts engagement by evaluating retirement preparedness, enhancing your services and client trust.
๐Ÿ‘‡ Scroll down to learn more and try a live example! ๐Ÿ‘‡

How Our Retirement Calculator Works for Financial Advisors

Our Retirement Calculator is designed for financial advisors to use on their websites. It's a straightforward tool that helps you draw in new clients. Hereโ€™s how it works:

Collecting Client Info

First, the calculator asks your website visitors a few simple questions about where they stand right now with their retirement planning. This includes their age, how much money they make every year, their current retirement savings, their monthly saving rate, how they think their spending will change after retirement, and their investment style.

Doing the Math

Then, the calculator takes this information and does a couple of things with it:

  • It figures out the potential growth of their investments based on their investment style.
  • It estimates what their expenses might look like when they retire, considering how they think their spending will change.
  • The result is a clear picture showing if they're on track for the retirement they want or if they might need to save more.

Why Itโ€™s Great for Financial Advisors

This tool isnโ€™t just about numbers. Itโ€™s a way to start conversations. When visitors see their results, they might realize they have questions or want to get a better plan in place for retirement. Thatโ€™s where you come in.

With this calculator on your site, you're offering value right away. It's easy for visitors to use, and it gives them a reason to reach out to you for more help. Plus, you can customize the calculator to make sure it fits well with what you offer.

In short, it's more than a calculator. It's a way to make your website work harder in attracting new clients.

This is a real widget built with our editor! Try it out ๐Ÿ‘‡
๐Ÿ‘‡ Would you like to add a widget like this to your website? ๐Ÿ‘‡
We offer two options to create and embed our interactive calculator widgets on your website
Self Serve Editor
Build a calculator yourself or customize one of our templates using our easy-to-use drag-and-drop editor. Easy to embed on any website.
๐Ÿ‘‡ Start for FREE!* ๐Ÿ‘‡
Our DIY Option
Choose our intuitive drag-and-drop calculator builder to easily convert your spreadsheet or idea into a calculator widget on your own.
Video Guides Available
To assist you in getting started, we provide simple step-by-step video guides, and our friendly support team is always happy to help with any questions you might have.
Try Our Editor Demo
For a firsthand experience of our editor, simply click the button below for instant access to a free demo, with no signup required. You have the option to customize a pre-made template or create a new widget from scratch.
Try free editor demo

Calculator Creation Service
Let us do the work! We can build a calculator or customize one of our templates for you, saving you the time and effort of doing it yourself.
Pre-Made Calculator Customization Service
We will customize one or more of our pre-made calculator templates, so they fit the style of your website perfectly.
$99 per calculator*
๐Ÿ”ฅ Volume discounts available!
Tailor-Made Calculator Creation Service
Do you need a calculator that handles complex financial scenarios or provides instant price quotes tailored to your products or services? We offer custom made calculator widgets tailored to your needs!
Starting from just $499*
*Offer only for business customers. All prices exclude VAT. A free or paid niftyflow subscription is required to use this service. More info about our subscriptions can be found on our pricing page.
Customize and embed our widgets in your website by following our easy, step-by-step video guides. You'll be up and running in no time!
Ready to get started ?
Short on time? Let us build your calculator widget for you!
Still have some open questions? Let's get in touch!