Your Plan for a Lifetime
While built on solid economic theory and highly sophisticated programming, MaxiFi software is easy to use and puts you in the driver’s seat.
After entering your financial information, MaxiFi software generates a Base Plan that provides your highest sustainable spending level, a plan for managing your assets to sustain it, life insurance suggestions for protecting it, and much more detail about your financial future.
MaxiFi's optimization engine can raise your household’s spending level by finding the best Social Security filing strategy to get the highest benefits, determining when to withdraw from your retirement accounts to lower your taxes, and more.
Whenever your financial situation changes or you’re facing a decision that could affect your finances, simply return to MaxiFi software, adjust your inputs and assumptions, and see how your plan is impacted. MaxiFi financial management software is valuable at every stage of life to help keep your personal financial plan on track.
See more detail about MaxiFi software's features
Learn about MaxiFi's Living Standard Monte Carlo® risk analysis