Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
with a one-year subscription to MaxiFi Planner®
† 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.
Free with all subscriptions!
Per Session
Per Session
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 | 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 |
Knowledge Base with hundreds of articles and video tutorials | Yes | Yes | Yes |
Frequent "Office Hours": Ask the experts your questions | 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 |