Your smarter financial future begins
with a one-year subscription to MaxiFi software
MaxiFi Planner
for households
$99
Per Year
$79 renewal*
Comprehensive financial planning
Run unlimited reports
Works on all devices & browsers
MaxiFi Planner PRO
for advisors
$399
Per Year
$329 renewal*
All features of MaxiFi Planner plus...
Handles multiple clients
Customized report cover page
*One year renewal price for active subscription. Prices subject to change. We send a reminder when subscriptions are going to expire but do not auto renew.

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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
Considers Medicare Part B Yes Yes
Handles Pensions Yes Yes
Maximized Social Security Strategy Yes Yes
Maximized Retirement Account Withdrawal Strategy 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

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