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
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