- FeaturesFeaturesHow it WorksUnderstand the MaxiFi features that help you build your lifetime planRoth Conversion OptimizerMaxiFi helps you optimize conversions and reduce taxesUse CasesHow can you put MaxiFi to use?Life Insurance Contingency PlanningGet peace of mind from life insurance recommendations tailored for youLiving Standard Monte CarloManage your living standard risk with confidence
FeaturesHow it Works . Understand the MaxiFi features that help you build your lifetime planLearn More - ServicesServicesOverviewChoose the right level of support for your plan and needsFlight CheckGet off the ground with comprehensive, expert guidanceCo-PilotElevate your financial plan with one of MaxiFi’s certified financial plannersConcierge ServicesPersonal, expert guidance to make the most of your financial plan
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- Resources
- Why MaxiFiMaxiFiEconomics-Based PlanningHow Nobel Prize-winning economics gives you a clear view of your financesCase StudiesReal stories about how MaxiFi helps users make smarter decisionsTestimonialsMaxiFi is trusted by households and experts for clarity and confidenceHow MaxiFi ComparesWith so many tools out there, how do you know MaxiFi is right for you?PressRead expert commentary and critical acclaim for MaxiFi
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- Pricing
- AboutCompanyOur VisionThe best person to take control of your financial futureMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramAs a MaxiFi affiliate, you can share offers and discountsCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
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Committed to Digital Accessibility
Accessibility Statement
MaxiFi is dedicated to ensuring our websites and financial planning applications, MaxiFi and Maximize My Social Security, are accessible to as many visitors as possible regardless of their ability or technology.
To that end, we strive to comply with Web Content Accessibility Guidelines (WCAG) version 2.1, Level AA criteria. We employ both frequent automated tests and manual testing to find errors and review their resolution.
We are committed to responding to and attempting to correct any issues that are brought to our attention in a timely manner. If we are unable to fully support a WCAG guideline, we will post information on this page. At this time, we do not support one of the WCAG guidelines:
For any questions or concerns about the accessibility of our websites and applications, or to report an accessibility issue, please contact us at accessibility@maxifi.com or use the contact form on this site.