Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
MaxiFi Planner®
Standard
Standard
for households
$99
Per Year
$79 renewal*
Comprehensive planning
Run unlimited reports
Works on all devices & browsers
NEW!
MaxiFi Planner®
Premium
Premium
for households
$139
Per Year
$99 renewal*
All Standard features plus . . .
Monte Carlo risk analysis
Contingency planning
MaxiFi Planner®
PRO
PRO
for advisors
$499
Per Year
$379 renewal*
Comprehensive planning
Run unlimited reports
Works on all devices & browsers
Monte Carlo risk analysis
Compares safe/risky strategies
All Premium features plus . . .
Handles multiple clients
Customized report cover page
*One year renewal price for active subscription. Prices subject to change.
We will send you a reminder email prior to the expiration of your license. We do not auto-renew.

The MaxiFi Planner PRO license permits storing up to 100 clients at any one time. Learn more.

Sign Up

Other Purchase Options

Gift Certificate
Standard Version
One-year license
$99
Per Certificate
Purchase a MaxiFi Planner Gift Certificate for a friend or family member. We will send you a gift coupon to give the recipient.
Expert Review
Requires active Household or PRO license
$250

Per Session

For existing users of MaxiFi
1 hour phone consultation
Confirm data inputs
Review and interpret results

Feature Comparison

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
Handles Roth and Non-Roth Accounts 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
Maximized Social Security Strategy Yes Yes Yes
Maximized Retirement Account Withdrawal Strategy Yes Yes Yes
Optimizes Retirement Account Withdrawal Start Dates Yes Yes Yes
Annual Spending and Saving Progress Tracking Yes Yes Yes
Unlimited Reports Yes Yes Yes
PDF and Excel Export Yes Yes Yes
Responsive Customer Support Yes Yes Yes
Contingency Planning and Survivor Reports Yes Yes
Monte Carlo Analysis of Living Standard Risk Yes Yes
Define Custom Assets and Investment Strategies Yes Yes
Handles Multiple Clients Yes
Customized Report Cover Page Yes

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