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Your Brand. Your Clients. Our Calculators.

Offer our premium retirement and financial planning calculators under your own branding—so your clients see you, not a third-party site.

What You Get

🎨

Your Branding

Your logo, colors, and firm name front and center. Clients land on a page that looks like an extension of your practice.

  • Custom logo and colors
  • Your firm name in the header
  • Optional “Powered by” or fully white-label
🔗

Your URL

Send clients to a link that’s clearly yours—a dedicated subdomain for your firm (e.g. yourfirm.calcforadvisors.com)—or, where offered, your own domain.

  • Dedicated subdomain per advisor or firm
  • Easy to share in emails and meetings
  • Professional, memorable links
📊

Same Proven Tools

The same Premium retirement and planning calculators from ronbelisle.com: RMDs, Social Security, Roth conversions, estate & legacy planning (inherited IRA, SECURE Act), gaps, and more—including save scenarios, PDF/CSV export, extended projections, and plain-English AI generated explanations of the specific results.

  • Retirement projection & RMD tools
  • Estate & legacy planning (inherited IRA, 10-year rule)
  • Social Security claiming analysis
  • Roth conversion & spending-gap tools
  • Periodically updated for law and rule changes
👥

Built for Client Use

Designed for people in or near retirement. Your clients can run numbers themselves, then bring results to your next meeting.

  • Clear, jargon-light interface
  • No login required for basic use
  • Great for prospects and existing clients

Who It’s For

Ideal for:

See It in Action

Sample sites with fictional firm branding and the real Boomers & Gen X calculators. Click to open a live demo.

Northgate Retirement Planning Coastal Wealth Retirement Planning

Sample firms only · not real clients

Simple, Transparent Pricing

Choose monthly or save with annual billing.

30-Day Trial

$0
for 30 days

Try the white-label experience free—your logo and firm name on a shareable page with 14 retirement calculators. Core tools without Premium features. No credit card required.

Try free for 30 days

Monthly

$15
per month after free trial

Cancel anytime. Your branding, full calculator access.

Subscribe

Annual

$150
per year (save $30) after free trial

Best value. Two months free. Same features, lower cost. Cancel anytime.

Subscribe

Common Questions

How does the white-label work?

You get a dedicated space with your logo and colors. Clients see your brand; the calculators run on the same engine that powers the premium tools at ronbelisle.com (save, export, extended tables).

Which calculators are included?

Retirement-focused tools: projection and RMD analysis, Social Security claiming, Roth conversion, estate & legacy planning (inherited IRA, SECURE Act 10-year rule), spending and survivor gaps, and related planning calculators—all with premium features (save scenarios, PDF/CSV export, extended projections). The exact set can be tailored for your practice.

Can I use my own domain?

Depending on the plan, you may be able to point a subdomain of your own domain (e.g. tools.yourfirm.com) to your white-label experience. Details can be provided when you get in touch.

Is client data stored?

Calculators can be used without clients creating accounts. If save/export features are enabled, data is handled according to our privacy and security practices—we don’t sell client data.

How do I get started?

Try free for 30 days—your logo, firm name, and a shareable page with 14 retirement calculators. No credit card required. For full access and ongoing white-label branding, subscribe to a monthly or annual plan. For pilots or custom setups, get in touch.

Ready to Offer These Tools Under Your Brand?

Try free for 30 days, subscribe for full access, or get in touch for pilots and custom setups.

Try free for 30 days Get in touch