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