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.

Compared to existing software, MaxiFi Planner is revolutionary. Powered by the patented Economic Security Computation Engine, the software incorporates the 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?

Run our powerful Living Standard Monte Carlo analysis to assess risk of different investment strategies where it counts most – your client’s living standard.

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

 

Feature Comparison

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
Handles Roth and Non-Roth Accounts 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 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
Annual Spending and Saving Progress Tracking Yes Yes Yes
Unlimited Reports Yes Yes Yes
PDF and Excel Export Yes Yes Yes
Responsive Customer Support Yes Yes Yes
Monte Carlo Analysis of Living Standard Risk 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 Mac, Windows, Linux—all computers, tablets, and smart phones
  • Minimal, user-friendly data entry
  • Helpful, responsive customer support
  • Safe and secure