Retirement Calculator
Details
Retirement Calculator Template Overview
Take the guesswork out of retirement planning with a professional, customizable retirement calculator built specifically for WordPress. This free Ninja Forms template empowers financial advisors, retirement planners, wealth management firms, and individual savers to estimate retirement savings needs, project future income, and make informed decisions about their financial future – all without writing a single line of code.
Whether you’re a financial professional offering retirement planning services or an individual building a personal finance blog, this retirement calculator template helps users visualize their retirement trajectory based on current savings, monthly contributions, expected returns, and planned retirement age. The built-in calculations handle complex financial projections automatically, delivering instant results that help users understand whether they’re on track to meet their retirement goals.
Unlike third-party calculator widgets that send your visitors to external sites, this template keeps users engaged on your website while you capture valuable contact information for follow-up consultations. The calculator uses Ninja Forms’ free built-in Calculations feature to process retirement projections instantly, displaying clear, actionable results that encourage users to take the next step -whether that’s scheduling a consultation, downloading a retirement planning guide, or subscribing to your newsletter.
Key features include:
- Automatic Retirement Projections: Calculate estimated retirement savings based on current age, retirement age, current savings, monthly contributions, and expected rate of return using compound interest formulas
- Instant Results Display: Show users their projected retirement savings total, years until retirement, and total contributions in an easy-to-read format
- Lead Capture Integration: Collect names and email addresses to build your prospect list while delivering valuable retirement planning insights
- Mobile-Responsive Design: Works flawlessly on smartphones, tablets, and desktops so users can plan their retirement from any device
- No External Dependencies: All calculations happen directly on your WordPress site using Ninja Forms’ core functionality -no paid APIs or third-party services required
- Customizable Email Results: Automatically send users a detailed email with their retirement projection results and personalized next steps
- Professional Spam Protection: Includes hCaptcha integration to prevent bot submissions while maintaining a smooth user experience
Ready to add a powerful lead generation tool to your financial planning website? Download this free template and start helping visitors plan for their retirement today. Compatible with all WordPress themes and works seamlessly with Ninja Forms Layout and Styles for enhanced visual customization.
What’s Available on the Retirement Calculator Template?
This retirement calculator template includes everything you need to help users estimate their retirement savings potential and capture qualified leads. The form combines essential user information fields with powerful calculation fields that project retirement savings using proven financial formulas. Each field is carefully designed to gather the right data while maintaining a clean, professional appearance that encourages completion.
User Information Fields:
- First Name (Single Line Text): Captures the user’s first name for personalized email results and follow-up communications. Required.
- Last Name (Single Line Text): Captures the user’s last name to complete contact information. Required.
- Email Address (Email): Collects the user’s email address to send detailed retirement projection results and enable future nurture campaigns. Includes automatic validation to ensure proper email format. Required.
- Phone Number (Phone): Optional field for users who prefer phone consultations or want to receive follow-up calls about their retirement planning needs. Optional.
Retirement Calculation Input Fields:
- Current Age (Number): User’s current age in years, used to calculate years until retirement and projection timeline. Minimum value: 18, Maximum value: 100. Required.
- Planned Retirement Age (Number): The age at which the user plans to retire, used to determine the investment time horizon. Minimum value: 50, Maximum value: 100. Required.
- Current Retirement Savings (Number): Total amount currently saved for retirement across all accounts (401k, IRA, savings, etc.). Users enter whole dollar amounts. Minimum value: 0. Required.
- Monthly Contribution (Number): Amount the user plans to contribute to retirement savings each month. Helps project future account growth. Minimum value: 0. Required.
- Expected Annual Return Rate (%) (Number): Estimated average annual return rate as a percentage (e.g., 7 for 7%). Based on historical market performance and risk tolerance. Typical range: 4-10%. Default value: 7. Required.
Results Display Fields:
- Years Until Retirement (HTML): Displays the calculated number of years between current age and planned retirement age using the merge tag {calc:years_until_retirement}. Updates automatically as users change their ages.
- Total Contributions (HTML): Shows the total amount the user will contribute over their working years (monthly contribution × 12 × years until retirement) using the merge tag {calc:total_contributions}. Formatted as currency.
- Projected Retirement Savings (HTML): Displays the estimated total retirement savings at retirement age, calculated using the compound interest formula that factors in current savings, monthly contributions, expected return rate, and years until retirement. Uses the merge tag {calc:projected_savings}. This is the primary result users want to see.
- Results Summary (HTML): Provides context and next steps, such as “Based on your inputs, you’re projected to have [projected savings] at age [retirement age]. Schedule a consultation to create a personalized retirement strategy.”
Spam Protection & Submission:
- Spam Protection (hCaptcha): Prevents automated bot submissions while respecting user privacy. Displays only when suspicious activity is detected, maintaining a smooth user experience for legitimate visitors. Not required.
- Calculate My Retirement (Submit): Submit button that triggers the calculation and displays results. Custom label makes the action clear and compelling.
Note on Calculations: This template uses Ninja Forms’ free built-in Calculations feature to perform all retirement projections automatically. The calculations use the future value of a series formula: FV = PV(1+r)^n + PMT × [((1+r)^n – 1) / r], where PV is present value (current savings), PMT is monthly payment (contribution), r is the monthly interest rate (annual rate / 12 / 100), and n is the number of months until retirement. This provides accurate retirement savings projections without requiring any paid add-ons or external services.
Automated Responses and Smart Integrations
This form is designed to do more than just collect information -it works behind the scenes to automate confirmations, deliver personalized retirement projection results, and sync with external tools like email marketing platforms and CRMs for seamless follow-up and relationship building.
Core Actions (included in every form):
- Email Notification: Sends a confirmation email to the submitter with their complete retirement projection results, including projected savings at retirement age, total years until retirement, and total contributions. A separate notification goes to your team with all submission details for personalized follow-up and consultation scheduling.
- Success Message: Displays a clear thank-you message with next steps, such as checking email for the detailed retirement analysis, scheduling a complimentary financial planning consultation, or exploring additional retirement planning resources on your site.
- Redirect: Optionally redirects users to a custom thank-you page with downloadable retirement planning guides, links to schedule a consultation, or related articles about maximizing retirement contributions and investment strategies.
- Anti-spam Protection: Uses hCaptcha to prevent bot entries while maintaining a user-friendly experience and protecting user privacy. hCaptcha is Ninja Forms’ preferred CAPTCHA partner for reliable spam prevention.
Enhanced Functionality (Optional):
Take your retirement calculator to the next level with these optional add-ons that enhance functionality without being required for the template to work:
- CRM Integration (Optional): Sync contacts and submissions to track client progress over time. Connect with OnePageCRM to automatically create new leads and set follow-up reminders for retirement planning consultations. Other supported CRMs include HubSpot, Salesforce, Zoho, and Insightly.
- Email Marketing Integration (Optional): Add subscribers automatically and trigger targeted retirement planning campaigns. Connect with Mailchimp, ActiveCampaign, or Constant Contact to segment users based on retirement timeline (near retirement vs. decades away) and send personalized content.
- PDF Form Submission (Optional): Generate professional PDF reports of retirement projections that users can save, print, or share with family members. Use PDF Form Submission to create branded retirement analysis documents that enhance your professional credibility.
- Conditional Logic (Optional): Show or hide fields based on user responses. For example, display additional questions about pension income for users over age 60, or show 401(k) rollover guidance for users planning to retire within 5 years. Enable with Conditional Logic for a more personalized experience.
- Layout & Styles (Optional): Create a polished, professional calculator with custom colors, fonts, and multi-column layouts that match your brand. The Layout and Styles add-on lets you design beautiful forms without hiring a developer.
- Zapier and Webhooks (Optional): Trigger automations in calendars, task management tools, or custom data pipelines. Use Zapier to connect with over 4,000 apps or Webhooks to send retirement projection data to custom applications and financial planning software.
Ready to get started? Follow these steps:
- Download and import the template: Import the .nff file and open it in Ninja Forms.
- Confirm fields: Review Form Fields and settings to ensure they fit your needs. Adjust calculation formulas if you want to use different return rate assumptions.
- Confirm actions: Verify email notifications include retirement projection results, customize success message with your next steps, and configure any redirect, analytics, or GDPR actions.
- Enable optional add-ons: Consider activating OnePageCRM, Mailchimp, PDF Form Submission, Conditional Logic, Layout and Styles, or Zapier for enhanced functionality.
- Publish and share: Embed on a dedicated “/retirement-calculator/” page for SEO benefits, or share via email campaigns and landing pages.
A smart form like this one helps you avoid missed connections, automate the busywork, and improve your users’ experience all at once.
How Can the Retirement Calculator Be Used?
Retirement planning is one of the most important -and most intimidating -financial decisions people face. Whether someone is just starting their career or approaching retirement age, understanding whether they’re saving enough can mean the difference between a comfortable retirement and financial stress. This retirement calculator template addresses that universal need by providing instant, personalized projections that help users visualize their financial future and take action today.
The calculator transforms complex retirement planning math into simple, understandable results. Instead of manually crunching numbers in spreadsheets or paying for expensive financial planning software, users get immediate answers to their most pressing question: “Will I have enough money to retire?” By combining user inputs like current savings, monthly contributions, and expected returns with proven compound interest formulas, the calculator delivers accurate projections that help users make informed decisions about their retirement strategy.
Beyond the immediate value of retirement projections, this template serves as a powerful lead generation tool. Users willingly share their contact information in exchange for personalized results, giving you qualified prospects who are actively thinking about their financial future. The calculator positions you as a helpful resource first, creating natural opportunities for consultation bookings, financial planning services, and ongoing client relationships built on trust and value.
Explore the most common ways this template empowers different users:
Financial Advisors: Qualify and Convert Prospects Automatically
Financial advisors constantly need qualified leads who are serious about retirement planning. This calculator serves as a 24/7 lead qualification tool on your website, capturing contact information from visitors who are actively researching their retirement needs. When someone takes the time to input their financial details and calculate their retirement savings, they’re demonstrating genuine interest -making them far more qualified than generic website visitors. The calculator automatically sends their results via email along with your contact information and a clear call-to-action to schedule a complimentary consultation. You can integrate the form with OnePageCRM or Salesforce to automatically create lead records with custom fields showing retirement timeline, current savings levels, and monthly contribution capacity -giving you valuable context before your first conversation. Add the PDF Form Submission add-on to generate professional retirement analysis reports that enhance your credibility and provide prospects with a tangible reminder of your expertise.
Wealth Management Firms: Educate Clients and Demonstrate Value
Wealth management firms can use this retirement calculator as an educational resource that demonstrates expertise while capturing new client inquiries. By featuring the calculator prominently on your “Retirement Planning” service page, you provide immediate value to visitors while positioning your firm as the go-to retirement planning experts. The calculator helps prospects understand complex retirement planning concepts through hands-on interaction, making abstract ideas like compound interest and long-term savings growth tangible and real. When results show someone may fall short of their retirement goals, it creates a natural opening for your services -not through high-pressure sales tactics, but through helpful guidance. Connect the form to Mailchimp or ActiveCampaign to automatically segment users based on their retirement timeline and send targeted nurture campaigns: near-retirees receive content about Social Security optimization and withdrawal strategies, while younger users get information about maximizing employer 401(k) matches and Roth IRA conversions.
Retirement Planners: Streamline Initial Consultations
Retirement planning specialists can use this calculator to gather essential client information before initial consultations, making meetings more productive and focused. Instead of spending the first 30 minutes of every discovery call collecting basic financial data, you receive detailed inputs -current savings, contribution rates, retirement goals -before the prospect ever picks up the phone. This allows you to prepare personalized recommendations in advance and dive straight into strategy during your consultation. The automated email confirmation can include links to your calendar for easy scheduling, pre-meeting questionnaires to gather additional context, and educational resources that prepare clients for more sophisticated retirement planning conversations. Use Zapier to automatically create calendar events, task reminders, or entries in your financial planning software when someone submits the calculator, ensuring no lead falls through the cracks.
Personal Finance Bloggers: Increase Engagement and Build Your Email List
Personal finance bloggers and content creators can use this retirement calculator as a high-value lead magnet that grows their email list while providing genuine utility to readers. Interactive calculators generate significantly more engagement than static blog posts -visitors spend more time on your site, return more frequently, and are more likely to share the tool with friends and family planning their retirement. Position the calculator as a free resource in exchange for email subscription, then use that list to promote affiliate products (investment platforms, financial planning services, retirement planning books), drive traffic to monetized content, or offer premium courses and coaching services. The calculator serves as evergreen content that continues attracting search traffic and building your list long after publication. Embed the calculator on a dedicated page optimized for SEO keywords like “retirement savings calculator” and “retirement planning calculator,” then promote it through Pinterest, social media, and email campaigns to maximize visibility and subscriber growth.
HR Departments: Help Employees Plan for Retirement Benefits
Human resources departments can add this calculator to employee benefit portals or company intranets to help employees understand and maximize their retirement benefits. Many employees struggle to determine how much to contribute to their 401(k) or whether they’re on track to meet retirement goals -leading to underutilization of valuable employer benefits like matching contributions. By providing an easy-to-use calculator, HR teams empower employees to make informed decisions about retirement contributions, see the long-term impact of employer matches, and feel more confident about their financial future. This increases employee satisfaction with benefits packages and may improve retention by demonstrating your company’s investment in employee financial wellness. Customize the calculator to include your company’s specific matching formulas or vesting schedules, and use the data (in aggregate, anonymized form) to identify trends in employee retirement readiness and inform future benefits decisions.
How to Install the Retirement Calculator Template
Getting started with this template takes just a few minutes. Follow these steps to add a professional retirement calculator to your WordPress site.
Step 1: Download the Template File
Click the download button to get the free retirement calculator template file. No account registration or payment required -simply download and start using immediately. The template file is in .nff format (Ninja Forms Format), typically around 5KB, and is compatible with Ninja Forms 3.0 and newer versions. This lightweight file includes all form fields, calculation formulas, email actions, and settings needed to run a fully functional retirement calculator on your site.
Step 2: Access Ninja Forms Dashboard
Log into your WordPress admin panel and navigate to Ninja Forms > Import/Export from the left sidebar menu. If you don’t see the Ninja Forms menu item, you’ll need to install and activate Ninja Forms first (the free version is all you need). Your WordPress installation must meet these minimum requirements: WordPress 5.0 or higher, PHP 7.0 or higher, and Ninja Forms 3.0 or newer. Once you’ve accessed the Import/Export screen, you’re ready to upload your template.
Step 3: Import the Template
On the Import/Export page, click the “Import” button and select the retirement calculator .nff file you downloaded in Step 1. Click “Upload file and import” to complete the import process. Ninja Forms will process the template and create a new form in your dashboard with all fields, calculations, and actions perfectly preserved. You’ll see a confirmation message once the import succeeds, and the form will appear in your forms list ready for customization or immediate use.
Step 4: Customize Your Form (Optional)
Click on the newly imported “Retirement Calculator” form to open the visual form builder. From here, you can customize any aspect of the calculator using Ninja Forms’ intuitive drag-and-drop interface -no coding skills required. Popular customizations include: adjusting the default expected return rate based on your recommended investment strategy (conservative investors might use 5-6%, aggressive investors 8-10%), adding or removing fields like “Do you have a pension?” or “Current employer match percentage,” changing field labels to match your brand voice, modifying email notification templates to include your contact information and branding, and adjusting the success message to encourage consultation bookings or content downloads. The Layout and Styles add-on makes it easy to create multi-column layouts, apply custom colors, and match the calculator’s appearance to your website design without touching any CSS code.
Step 5: Add to Your Website
Once you’re satisfied with your calculator, it’s time to add it to your WordPress site. The easiest method is using the Ninja Forms Gutenberg block: create a new page or post, click the “+” button to add a block, search for “Ninja Forms,” and select your retirement calculator from the dropdown menu. Alternatively, you can use the shortcode method by copying the form’s shortcode (displayed at the top of the form builder) and pasting it into any page, post, or widget area. Classic editor users can click the “Add Form” button above the editor toolbar and select the retirement calculator from the list. Pro tip: Create a dedicated page at “/retirement-calculator/” to maximize SEO benefits -dedicated calculator pages tend to rank better than forms embedded in blog posts or generic pages. Include relevant content above and below the calculator explaining retirement planning basics, how to use the calculator, and next steps for comprehensive retirement planning. Learn more about embedding and publishing forms in the Ninja Forms documentation.
Frequently Asked Questions About the Retirement Calculator
Is the retirement calculator template free?
Yes, the retirement calculator template is completely free to download and use on your WordPress website. You’ll need the free version of Ninja Forms installed (also completely free), but all the calculator functionality -including the complex retirement projection calculations -works without any paid add-ons or premium features. Optional add-ons like Conditional Logic, PDF Form Submission, and OnePageCRM integration can enhance functionality, but they’re not required for the calculator to work perfectly.
Do I need coding skills to customize this template?
No coding skills required whatsoever. Ninja Forms uses an intuitive drag-and-drop interface that lets you modify fields, adjust calculations, change labels, and customize email notifications through simple point-and-click editing. You can see changes in real-time as you build, and everything is visual -no need to write HTML, CSS, JavaScript, or PHP. Even the calculation formulas are built using a user-friendly formula builder that doesn’t require programming knowledge. If you want advanced styling customization, the Layout and Styles add-on provides visual controls for colors, spacing, and layouts without touching any code.
Will this retirement calculator work on mobile devices?
Absolutely. Every Ninja Forms template is built to be fully responsive and mobile-friendly from the ground up. The retirement calculator automatically adapts to any screen size -smartphones, tablets, laptops, and desktop computers -ensuring users get a seamless experience regardless of how they access your site. The form fields resize appropriately, buttons remain easily tappable, and calculation results display clearly even on small screens. This mobile optimization is crucial since many users research retirement planning during their commute or in spare moments on their phones.
Can I integrate the retirement calculator with my CRM or email marketing tool?
Yes, Ninja Forms offers extensive integration options. For CRM connections, you can use add-ons for OnePageCRM, HubSpot, Salesforce, Zoho, Insightly, and Capsule to automatically create new contacts or leads when someone submits the calculator. For email marketing, connect with Mailchimp, ActiveCampaign, Constant Contact, AWeber, or Kit (ConvertKit) to add subscribers to specific lists and trigger automated nurture campaigns. You can also use Zapier to connect with over 4,000 additional services or Webhooks for custom integrations.
How accurate are the retirement savings calculations?
The calculator uses the standard future value of a series formula used by financial professionals worldwide: FV = PV(1+r)^n + PMT × [((1+r)^n – 1) / r]. This proven formula accounts for current savings, monthly contributions, compound interest, and time horizon to project retirement savings accurately. However, it’s important to understand that all retirement calculators make assumptions about future returns, which cannot be guaranteed -actual investment performance will vary based on market conditions, asset allocation, fees, and other factors. The calculator should be used as a planning tool and starting point for retirement conversations, not as a guarantee of future results. For comprehensive retirement planning, we recommend consulting with a qualified financial advisor who can account for additional factors like Social Security benefits, pension income, inflation, healthcare costs, and tax implications.
Can I add additional fields to the retirement calculator?
Yes, the template is completely customizable. You can easily add new fields using Ninja Forms’ drag-and-drop builder, such as fields for pension income, Social Security estimates, expected inheritance, healthcare cost estimates, or spouse retirement information. If you add new numeric fields that should factor into the retirement projection, you can modify the calculation formulas to incorporate those values. More advanced customizations might include using Conditional Logic to show different fields based on age ranges (for example, only showing Social Security fields for users over 60) or creating multi-step versions of the calculator with the Multi Step Forms add-on to break the questions into digestible sections.
What happens to the data users enter into the retirement calculator?
All form submission data is stored securely on your WordPress server -not on external third-party services. This means you maintain complete control over user information and can ensure compliance with privacy regulations like GDPR. By default, Ninja Forms stores all submissions in your WordPress database where you can view, export, or delete them from your admin dashboard. You can configure exactly which fields get stored using Ninja Forms’ submission storage settings if you want to exclude certain data for privacy reasons. Email notifications send results to users and your team, but the data doesn’t leave your control unless you specifically configure integrations with CRMs, email marketing platforms, or other external services. For enhanced privacy compliance, you can enable GDPR features that let users request data export or deletion, and mark sensitive fields as Personally Identifiable Information (PII).
Does this template work with page builders like Elementor or Divi?
Yes, Ninja Forms integrates seamlessly with all major WordPress page builders including Elementor, Divi, Beaver Builder, WPBakery, and others. Most page builders have dedicated Ninja Forms widgets or modules that let you insert the retirement calculator directly into your page layouts without using shortcodes. For Elementor, search for the Ninja Forms widget and drag it into your design. For Divi, use the Ninja Forms module in the Divi Builder. This integration allows you to combine the calculator with attractive surrounding content, custom styling, and professional layouts that match your brand perfectly. The form itself remains fully functional regardless of which page builder you use.
Can I use this retirement calculator template on multiple websites?
Yes, there are no restrictions on using this free template across multiple WordPress sites. Whether you manage several client websites as an agency, run multiple financial planning businesses, or want to feature the calculator on both your main site and a subdomain, you’re welcome to install and use the template as many times as needed. The same applies to Ninja Forms itself -the free core plugin can be used on unlimited websites. If you purchase optional premium add-ons, those licenses have specific site limits (typically 1, 5, or unlimited sites depending on the pricing tier you choose), but the free template and free Ninja Forms core have no such restrictions.
How do I get support if I have issues with the retirement calculator?
Ninja Forms offers comprehensive support resources to help you succeed. Start with the extensive Ninja Forms documentation, which includes step-by-step guides for installation, form building, calculations, email configuration, and troubleshooting common issues. The documentation covers everything from basic setup to advanced customizations. You can also access community support through the Ninja Forms WordPress.org support forum, where community members and Ninja Forms staff answer questions. For priority email support with faster response times and advanced troubleshooting, consider purchasing any premium add-on or support license. The Ninja Forms blog also features tutorials, use case examples, and tips for getting the most from your forms.
Why Choose Ninja Forms for Your Retirement Calculator?
Ninja Forms combines power with simplicity, making it the ideal platform for financial professionals and retirement planners who need sophisticated calculators without the complexity of custom development.
No Coding Required
Build and customize your retirement calculator using an intuitive drag-and-drop interface that anyone can master in minutes. Adjust calculation formulas, modify field labels, customize email templates, and change form behavior -all through visual controls that show you exactly what your calculator will look like. No need to hire developers or learn programming languages.
Mobile Responsive & Fast
Your retirement calculator automatically adapts to any screen size, from the smallest smartphones to large desktop monitors, ensuring every visitor gets a perfect experience. Forms load in milliseconds even on slower mobile connections, reducing abandonment rates and keeping users engaged. Fast page load times also improve your SEO rankings and user satisfaction.
Secure & Reliable
Ninja Forms powers millions of form submissions every month with enterprise-grade security and reliability. All user inputs are sanitized to prevent malicious code injection, forms integrate seamlessly with security plugins, and regular updates ensure compatibility with the latest WordPress versions. Built-in hCaptcha integration stops spam bots while maintaining smooth experiences for real users, and all submission data stays securely on your server under your control.
1,000+ Integrations
Connect your retirement calculator to virtually any service you already use. Built-in integrations include major CRMs like OnePageCRM, Salesforce, and HubSpot; email marketing platforms like Mailchimp and ActiveCampaign; payment processors like PayPal and Stripe; and automation tools like Zapier (connecting to over 4,000 additional apps) and Webhooks for custom integrations. This extensive integration ecosystem means your retirement calculator fits seamlessly into your existing workflow and tech stack.
Flexible & Customizable
Start with this proven retirement calculator template, then make it your own by adding your branding, custom fields, multi-column layouts with Layout and Styles, conditional logic with Conditional Logic, or multi-step progression with Multi Step Forms. As your business grows and your needs evolve, Ninja Forms grows with you -add new features and capabilities without rebuilding from scratch or migrating to entirely new platforms.
Free Core Features
Unlike many form plugins that require expensive monthly subscriptions for basic functionality, Ninja Forms provides powerful core features completely free -including the advanced calculations that power this retirement calculator. You only pay for premium add-ons if you need specific advanced features like conditional logic or CRM integrations. This means you can build and deploy a fully functional retirement calculator without spending a penny, then selectively add premium features only when they deliver clear ROI for your business.
Download Your Free Retirement Calculator Template Today
Stop relying on spreadsheets, third-party calculator widgets, or expensive financial planning software. Take control of your retirement planning resources with a professional, customizable calculator that you own and host on your WordPress site. This template turns every site visitor into a potential lead, automates the initial qualification process, and positions you as a helpful retirement planning expert -all while delivering genuine value that users appreciate.
What You Get:
- Complete .nff template file with all fields, calculations, and actions pre-configured
- Pre-built retirement projection formulas using compound interest calculations trusted by financial professionals
- Mobile-responsive design that works flawlessly on all devices
- Compatible with Ninja Forms free version -no paid add-ons required
- Lifetime updates and improvements as we enhance the template
- No credit card required, no account registration, no hidden fees
Join thousands of financial advisors, wealth managers, and retirement planners who trust Ninja Forms for their most important client interactions.
Questions? Check out our complete template library for more free form templates, or contact our support team for personalized assistance with your retirement calculator implementation.
Every template is fully customizable
Each template you’ll find here is fully functional and ready to go live when you are. But don’t think you can’t make any template totally your own. Every Ninja Forms template is fully customizable and easy to adjust however you like. You have all the tools you need for a few quick tweaks on up to major renovations.
- No-fuss form imports
Import any template to your WordPress website with just a single click using our built in form importer. - Add, remove, or reorder anything
Adding and removing fields or form actions is as simple as point and click. Rearrange field order just by dragging and dropping. - Customize any field
From field labels to list options to values and more, every field on the form can be adjusted however you see fit. - Tailor your email notifications
Add, remove, or edit email actions. Add CC/BCC recipients. Pick what form data to include in the email, even send attachments. - Personalize success messages
Edit the message displayed on submit. Include form responses like name, even provide a download link / lead magnet. - Redirect on submit
Optionally send the user to a custom url of your choice after the form has been submitted. - Custom calculations
Assign values to different form responses and let us do the math for you on form submission. Great for ecommerce, quizzes, and prioritization. - Publish painlessly
Once your form is ready, appending anywhere on any page or by Gutenberg block is literal point and click. - Manage Submissions
Once it’s live, view, edit, and export submissions from any new template for free in your WordPress dashboard.
