MaxiFi Planner is the world's most powerful, accurate and comprehensive personal financial planning software.
For Households
Powered by the patented Economic Security Computation Engine, it allows you to build a lifetime financial road map using all your financial data.
The software takes the guesswork out of financial planning and shows you lifetime and annual projections of your income and spending so you can see how you can make your money last and maintain a stable living standard through retirement.
Learn more about how MaxiFi Planner works
MaxiFi Planner provides a Base Plan and a Maximized Plan so you can see how to use various strategies to safely increase your fixed and discretionary spending. It can find the best Social Security filing strategy to secure the highest benefits, present a tax-efficient retirement account withdrawal strategy and also show you 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?
Learn more about MaxiFi Planner's features
MaxiFi Planner is an essential tool. It’s easy to use and we have excellent customer support.
Take control of your financial future starting today!
Feature Comparison
| MaxiFi Planner | MaxiFi Planner PRO | |
|---|---|---|
| Comprehensive Lifetime Financial Plan | Yes | Yes |
| Annual Spending Suggestions | Yes | Yes |
| Annual Savings Suggestions | Yes | Yes |
| Life Insurance Coverage Suggestions | Yes | Yes |
| Covers All Social Security Benefits | Yes | Yes |
| Incorporates All Social Security Rules and Provisions | Yes | Yes |
| Handles Roth and Non-Roth Accounts | Yes | Yes |
| Handles Non-Retirement Assets | Yes | Yes |
| Incorporates Federal, State, and FICA Taxes | Yes | Yes |
| Up to Date with Tax Cuts and Jobs Act of 2017 Changes | Yes | Yes |
| Considers Medicare Part B | Yes | Yes |
| Handles Pensions | Yes | Yes |
| Handles Vacation Homes and Real Estate | Yes | Yes |
| Maximized Social Security Strategy | Yes | Yes |
| Optimizes Retirement Account Withdrawal Start Dates | Yes | Yes |
| Annual Spending and Saving Progress Tracking | Yes | Yes |
| Unlimited Reports | Yes | Yes |
| PDF and Excel Export | Yes | Yes |
| Responsive Customer Support | 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
