MaxiFi Planner PRO software is the most powerful, accurate and comprehensive financial planning program for advisors
For Advisors
Use MaxiFi Planner PRO to build valuable lifetime financial plans for your clients.
MaxiFi 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?
MaxiFi Planner PRO has the most powerful professional features
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Living Standard Monte Carlo®
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. Learn More -
NEW Roth Conversion Optimizer™
Optimize conversions from non-Roth accounts to Roth accounts with the push of a button to find the strategy that minimizes your client's lifetime taxes so they can spend more in retirement. Learn More -
Life Insurance Contingency Planning
Enter contingency plans – like downsizing housing or retiring later – in case of the untimely death of a spouse, so MaxiFi can calculate life insurance coverage amounts with precision. Learn More
Additional features for advisors:
- Manage multiple clients
- Customize client reports with your company logo and contact information
Features
| Standard | Premium | PRO | |
|---|---|---|---|
| Comprehensive Lifetime Financial Plan | Yes | Yes | Yes |
| Annual Spending Suggestions | Yes | Yes | Yes |
| Annual Savings Suggestions | Yes | Yes | Yes |
| Life Insurance Coverage Suggestions | Yes | Yes | Yes |
| Covers All Social Security Benefits | Yes | Yes | Yes |
| Incorporates All Social Security Rules and Provisions | Yes | Yes | Yes |
| Up to Date with Tax Cuts and Jobs Act of 2017 Changes | Yes | Yes | Yes |
| Up to Date with SECURE Act of 2020 | Yes | Yes | Yes |
| Handles Roth and Non-Roth Accounts + Roth Conversions | Yes | Yes | Yes |
| Handles Inherited IRAs | Yes | Yes | Yes |
| Handles Non-Retirement Assets | Yes | Yes | Yes |
| Incorporates Federal, State, and FICA Taxes | Yes | Yes | Yes |
| Considers Medicare Part B | Yes | Yes | Yes |
| Handles Pensions | Yes | Yes | Yes |
| Handles 529 Education Savings Plans | Yes | Yes | Yes |
| Handles Vacation Homes and Real Estate | Yes | Yes | Yes |
| Create Annual Budget and Track Spending | Yes | Yes | Yes |
| Unlimited Reports | Yes | Yes | Yes |
| PDF and Excel Export | Yes | Yes | Yes |
| Responsive Customer Support | Yes | Yes | Yes |
| Online software—runs on computers, tablets, and smartphones | Yes | Yes | Yes |
| Maximizes Social Security | Yes | Yes | Yes |
| Optimizes Retirement Account Withdrawal Start Dates | Yes | Yes | Yes |
| Optimizes Withdrawing from Roth Accounts First or Last | Yes | Yes | Yes |
| Roth Conversion Optimizer™ | No | Yes | Yes |
| Living Standard Monte Carlo® | No | Yes | Yes |
| Life Insurance Contingency Planning | No | Yes | Yes |
| Handles Multiple Clients | No | No | Yes |
| Customized Report Cover Page | No | No | Yes |
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
