MaxiFi Planner is the next generation of software built on the Economic Security Planning Engine, financial planning engine that has powered our desktop product, ESPlanner, for over 15 years. Here's what the press has to say about our software.

The Washington Post Logo

"If you demand the deepest and most powerful financial planning engine, look no further."

The New York Times Logo

"It’s easy [in MaxiFi] to run an almost endless series of what-if scenarios to see how they would affect your retirement income and spending."

Investors Business Daily Logo

"ESPlanner's life-cycle smoothing determines the highest possible living standard you can maintain for the rest of your life."

Seeking Alpha Logo

"MaxiFi Planner is a simple and elegant solution for financial advisors seeking to advise clients or for unadvised investors looking to optimize their own plan."

Business Week Logo

"ESPlanner's approach to financial planning profoundly challenges well-known programs. . . and is the most comprehensive."

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