MaxiFi can safely and dramatically raise your clients' living standard. Developed by leading economist, Laurence Kotlikoff, MaxiFi is the most powerful financial planning tool on the planet. It does economics-based planning, which is grounded in a century of economic research and marked by ten Nobel prizes.
Whether it's saving, investing, life insurance, career choice, job changes, housing, retirement, Social Security, retirement account, Roth conversion, or a host of other decisions, MaxiFi will thrill your clients.
Best yet, we make MaxiFi easy to adopt by providing back-office support. To have us do data entry, run plans, modify plans, and explain results prior to client meetings, get in touch today!