Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
with a one-year subscription to MaxiFi Planner®
$109
Per Year
$89 renewal†
$89 renewal†
Comprehensive planning
Run unlimited reports
Works on desktops, laptops, and tablets
Popular
$149
Per Year
$109 renewal†
$109 renewal†
All Standard features plus . . .
Living Standard Monte Carlo®
Contingency planning
$599
Per Year
$459 renewal†
$459 renewal†
Handles multiple clients
Customized report cover page
† One year renewal price for active subscription. Prices subject to change.
The MaxiFi Planner PRO license permits that up to 100 clients may
be stored at any one time. Learn more.
Sign Up
Tech Assistance & Personalized Guidance
Active Household or PRO subscription required
Free!
Expert Support
Resources and support at your fingertips
Free
Free with all subscriptions!
Rapid email response
Knowledge Base with hundreds of articles and video tutorials
Exclusive “office hours”: Ask your questions to the experts
Additional Options
No subscription required
Gift Certificate
Purchase a Premium version one-year license as a gift!
$149
Per Gift Certificate
Purchase a MaxiFi Planner Gift Certificate for a friend or family member.
We will send you a gift coupon to give the recipient.
We will send you a gift coupon to give the recipient.
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 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 |
| 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 |
| Contingency Planning and Survivor Reports | Yes | Yes | |
| Living Standard Monte Carlo® Tools | Yes | Yes | |
| Define Custom Assets and Investment Strategies | Yes | Yes | |
| Handles Multiple Clients | Yes | ||
| Customized Report Cover Page | Yes |