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
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 |
| Knowledge Base with hundreds of articles and video tutorials | Yes | Yes | Yes |
| Frequent "Office Hours": Ask the experts your questions | 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
