MaxiFi Planner PRO software is the most powerful, accurate and comprehensive financial planning program for advisors

For Advisors

Use MaxiFi Planner PRO to build valuable lifetime financial plans for your clients.

MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning. Learn more about how MaxiFi Planner PRO works

The program presents detailed plans including a Projected Lifetime Balance Sheet showing income and expenses through age 100. Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc. This allows you to see exactly how your client’s money will last through retirement.

MaxiFi Planner PRO provides a Base Plan and a Maximized Plan so you can use various strategies to safely increase your client’s annual and lifetime fixed and discretionary spending.

It can find the best Social Security filing strategy to secure the highest benefits, calculate tax efficient retirement account withdrawal start dates, and show the value of annuitizing assets.

It also helps households at any stage answer life-changing financial decisions: Should I take that new job? Can I afford a house? Should we move to another state? Are we able to retire?

Use our powerful Living Standard Monte Carlo® tools — Upside Investing and Full Risk Investing — to help your clients choose investing strategies and spending behaviors that best balance their future living standard risk and reward.

Special features for advisors:

  • Manage multiple clients
  • Customize client reports with your company logo and contact information

Learn more about MaxiFi Planner PRO's features

Advisors using MaxiFi

PRO testimonials

Enterprise features



Standard Premium PRO
Comprehensive Lifetime Financial Plan Yes Yes Yes
Annual Spending Suggestions Yes Yes Yes
Annual Savings Suggestions Yes Yes Yes
Life Insurance Coverage Suggestions Yes Yes Yes
Covers All Social Security Benefits Yes Yes Yes
Incorporates All Social Security Rules and Provisions Yes Yes Yes
Up to Date with Tax Cuts and Jobs Act of 2017 Changes Yes Yes Yes
Up to Date with SECURE Act of 2020 Yes Yes Yes
Handles Roth and Non-Roth Accounts + Roth Conversions Yes Yes Yes
Handles Inherited IRAs Yes Yes Yes
Handles Non-Retirement Assets Yes Yes Yes
Incorporates Federal, State, and FICA Taxes Yes Yes Yes
Considers Medicare Part B Yes Yes Yes
Handles Pensions Yes Yes Yes
Handles 529 Education Savings Plans Yes Yes Yes
Handles Vacation Homes and Real Estate Yes Yes Yes
Maximized Social Security Strategy Yes Yes Yes
Maximized Retirement Account Withdrawal Strategy Yes Yes Yes
Optimizes Retirement Account Withdrawal Start Dates Yes Yes Yes
Create Annual Budget and Track Spending Yes Yes Yes
Unlimited Reports Yes Yes Yes
PDF and Excel Export Yes Yes Yes
Responsive Customer Support Yes Yes Yes
Contingency Planning and Survivor Reports Yes Yes
Living Standard Monte Carlo® Tools Yes Yes
Define Custom Assets and Investment Strategies Yes Yes
Handles Multiple Clients Yes
Customized Report Cover Page Yes

Getting Started is Easy

  • It’s all online—No software to download or install
  • Runs on computers, tablets, and smart phones
  • Minimal, user-friendly data entry
  • Helpful, responsive customer support
  • Safe and secure