We build a calculator around the question your clients actually ask — Roth conversions, RMDs, IRMAA, Social Security timing, or whatever fits your niche. The visitor gets a real answer; you get a qualified lead.
Start with the site you have. No credit card.
See the live Roth conversion demoVisitor question
Modeled room
$65,000Review priority
67%This may be worth reviewing.
The scenario shows room below the selected planning ceiling, but future RMD pressure and Medicare timing should be modeled before making a decision.Advisor lead summary
Not just a better-looking site — a steadier flow of prospects who arrive ready to talk.
Visitors self-qualify by running a real scenario, so your team stops chasing leads who were never close to engaging.
Each lead arrives with a modeled result and flags, so the first conversation skips the intake basics and goes straight to planning.
Calculators built around Roth conversions, RMD pressure, and IRMAA attract people with real decisions and real assets — not browsers comparing fees.
This is the page we'd build for your firm — a real calculator, a useful result, and a lead summary your advisors can act on before the first call.
Question
Could a Roth conversion make sense this year?The demo lets a visitor adjust inputs, see a planning signal, and understand why an advisor review may matter.
Open demoLead type
Roth conversion prospectFlags
RMD pressure Medicare timingName and email are not enough. The advisor gets the modeled result, flags, and next conversation path.
This may be worth reviewing.
This scenario could create a tax tradeoff. An advisor can model Medicare premiums, RMDs, and filing status more precisely.The page educates without pretending to give tax, legal, investment, or retirement advice.
Add an IRMAA threshold checker for Medicare-age prospects.
Add a niche, update a disclosure, create a webinar path, or build the next calculator without starting another agency project.
A retiree does not wake up hoping to read another paragraph about comprehensive wealth management. They wonder whether a Roth conversion, RMD strategy, Medicare premium issue, or Social Security decision is about to cost them money.
That is where a better advisory website should begin.
Give the visitor a useful first answer. Explain the assumptions. Show what needs review. Then ask for the next bit of context. The lead form stops feeling like a wall and starts feeling like the natural next step.
The brochure problem
The calculator problem
The CFP page we build
Your current site, planning specialties, advisor bios, proof points, disclosures, and service pages become the starting material.
We turn one high-intent question into a calculator, result explanation, lead form, and advisor summary.
When the firm adds a niche, event, disclosure, advisor, or planning offer, the page can change without another website project.
"Contact us to learn more"
A planning result that gives the visitor a reason to talkName, email, phone
Age range, goal, modeled result, flags, and urgencyOne generic retirement page
Specific calculators for Roth, IRMAA, RMDs, and claiming timingCompliance review at the end
Disclaimers, assumptions, and review language built into the flowNo. The page should show an educational estimate, explain assumptions, and flag issues for advisor review. It should not tell a visitor what to do.
Yes. The inputs, thresholds, result language, caveats, and follow-up path can be shaped around how your firm talks about planning.
Yes. A qualified lead can route to a CRM, calendar, webinar list, newsletter sequence, or manual review queue.
No. Your firm still owns final approval, archiving, disclosures, and regulatory requirements. Redo Page makes the page easier to review.
Enter the firm website and we will use the existing positioning, services, and disclosures as the starting point for a calculator-led planning page.
No credit card. Edit everything before publishing.