Retirement calculator template

Describe your firm's approach in the prompt, whether it’s savings-based, expense-based, or income-replacement. Then, B12 builds a retirement calculator the same day. Inputs, projections, scenario comparison, and lead capture already laid out. You edit it in the browser without code, adjust to your firm's methodology, and embed it on your site in minutes. Free to start.

Yes. It's a real working tool that calculates projected retirement balance and income based on savings, contributions, expected returns, and time horizon. Customize the inputs and assumptions for your firm's approach in the browser. Prospects use it directly; their info comes to you as a qualified lead. See our financial advisor website prompt for the full advisor practice site.

Yes, that's the strongest use case. Prospects who invest time modeling their retirement are high-intent leads, exactly the ones an advisor wants. The calculator captures the moment of curiosity, and the built-in lead capture routes them to you with real context, including their savings, their goals, and their gap.

Yes, and B12's template includes a Disclaimer section prompting you to note that projections are estimates based on assumptions, not guaranteed outcomes. Whichever specific disclosures your regulator (SEC, state, FINRA) requires go into that section. Keep the projections honest and modes. Retirement calculators fail their audience when they promise more than the math can deliver.