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SMARTER PERSONAL FINANCIAL AND RETIREMENT PLANNING SOFTWARE

Smarter financial decisions begin with smarter software
MaxiFi maximizes |



Watch to learn more about MaxiFi





Other personal financial planning tools ask you to guess: How much do you need
for a secure financial future?

MaxiFi ends the guesswork.

It’s the only personal financial and retirement software powerful and accurate
enough to calculate your highest sustainable living standard — starting today —
with a plan to maintain and raise that amount — for life.

Sign Up Now


PEACE OF MIND

MaxiFi analyzes your financial future. It calculates a spending, saving and
insurance plan to maintain and protect your living standard for life.


MORE MONEY

MaxiFi can raise your lifetime spending by tens to hundreds of thousands of
dollars by optimizing Social Security, lowering lifetime taxes, and more.


SMARTER DECISIONS

Changing jobs? Moving homes? Planning retirement? See how big decisions impact
your living standard––now and for the rest of your life with our personal
financial planning software.
Secure Your Financial Future with State-of-the-Art Software
MaxiFi — the most powerful personal financial planning engine
Sign Up Now
Previous


STEP 1 PLAN FOR A LIFETIME

Conventional financial planning products use simplistic, outdated “rules of
thumb” to “guesstimate” income needs in retirement. They don’t calculate what
you can afford to spend every year over the course of your life. We do.

MaxiFi analyzes your current and future finances using powerful algorithms
developed by acclaimed economist Laurence Kotlikoff.

We consider earnings, assets, retirement accounts, taxes, Social Security,
housing, and other fixed spending to calculate annual discretionary spending
budgets that preserve your living standard.

Learn more about how it works




STEP 2 FIND MORE MONEY

MaxiFi’s optimization engine runs thousands of scenarios to find safe ways to
improve your standard of living by:

 * Maximizing Social Security benefits—determining which benefits to take and
   when
 * Calculating tax efficient retirement withdrawal start dates
 * Optimizing use of Roth versus Non-Roth accounts
 * Stretching retirement income via inflation-protected annuities

These changes can mean tens to hundreds of thousands of extra dollars in
lifetime spending.

Learn more about MaxiFi's Features




STEP 3 MAKE SMARTER DECISIONS

Take the guesswork out of financial decisions at every stage of life––whether
you are just starting out, building a family, considering when to retire or
wanting to stretch your retirement dollars further.

Run unlimited “What-If“ scenarios to see how different decisions impact your
overall financial plan and sustainable standard of living.

Clear charts of annual lifetime income, fixed and discretionary spending, taxes,
Social Security benefits, and insurance let you dig into the details.

Read our Case Studies about using MaxiFi to make smarter decisions




STEP 4 CREATE A BUDGET

When you're happy with your plan, create a budget for the year with a few
clicks. MaxiFi's Budget Tracker tool helps you visualize and stay on track with
your income, spending, and saving targets for the year.

You can review and update your progress at any time from any device, or export
your budget and transactions to Excel.

Learn more about MaxiFi's Features




STEP 5 ASSESS RISK AND REWARD

Investing is risky business. So is spending. Both can be too aggressive or too
cautious.

MaxiFi’s Monte Carlo simulations let you compare the living standard risk and
reward from different investment strategies and spending behaviors so you can
make smart decisions.

Conventional financial planning tools use old-school Monte Carlo. They set a
spending target and never change it to reflect reality.

Our state-of-the-art Living Standard Monte Carlo® incorporates changing
investment returns. If returns are low, MaxiFi adjusts discretionary spending so
your living standard remains stable. If returns are high, MaxiFi adjusts
spending to reflect improvement.

Learn more about how it works


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TIME TESTED OVER 20 YEARS

Developed by one of the world’s leading economists, Laurence Kotlikoff, our
software has been powering personal financial plans for 20 + years. Learn More


WE ONLY SELL SOFTWARE

We don’t sell or advertise financial products or provide your data to anyone.
Our only goal is helping you make better, more accurate, and more informed
personal financial decisions. Learn More


YOUR DATA IS SECURE

Bank-level security and industry best practices secure your data. MaxiFi doesn’t
require Social Security numbers or other personally identifiable information.
Learn More


EASY TO USE

MaxiFi is web based and works on all devices. User tips are included throughout
the software and our knowledgeable customer support team is ready to help. Learn
More
MaxiFi — the most powerful personal financial planning engine

Get Started

About MaxiFi

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Copyright © 2024 Economic Security Planning, Inc. All Rights Reserved.
Maximize My Social Security, MaxiFi, MaxiFi Planner, and ESPlanner are
registered trademarks of Economic Security Planning, Inc.

Disclaimer: The suggestions and recommendations provided by Economic Security
Planning, Inc.'s software tools and planning services do not constitute
financial or investment advice. The creators of Economic Security Planning's
software are not certified, registered, authorized, or any other form of
financial planners. Economic Security Planning, Inc. is not an investment
adviser registered with the U.S. Securities and Exchange Commission or any state
securities agency, is not a registered broker-dealer and maintains no other
regulatory credentials associated with the management of financial assets.
Economic Security Planning, Inc. does not guarantee that the suggestions and
recommendations derived from its software tools and planning services will
necessarily achieve a secure economic plan. Like any software products, Economic
Security Planning, Inc.'s software tools may have errors in its underlying code,
and the assumptions about the future that it makes and that users input may
prove false. In addition, output from the software tools and planning services
may incorporate data obtained from third parties and such data (including any
calculations that is based on such data) is provided on an “as is” basis. From
time to time the output may contain errors that may be based upon, among other
things, human data entry, aggregation and decompilation of data, processing of
data through third party calculation engines and other processes that can give
rise to errors. The company's financial plans and recommendations, including all
of such plans and recommendations provided by its direct planning services,
should be viewed as suggestive and informative educational inputs into your
financial decision-making. None of our products or services recommend the
purchase of specific financial products.
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