- 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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- 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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- 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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The MaxiFi Vision
The MaxiFi team is driven by the belief that the best person to take control of your financial future is you.
“I've spent decades with colleagues in my company creating truly life-altering software tools. Tens of thousands of individuals and financial planners with no economics background have found these tools easy to use and understand. Give MaxiFi a try. It will change your financial future for the better”
Laurence J. Kotlikoff, Ph.D.
William Fairfield Warren Professor of Economics
at Boston University, CEO and Founder, MaxiFi
Our Mission
Our mission is to improve lives by helping people make better financial decisions.
Economics is in our DNA
Instead of asking you to guess how much you need to spend each year, MaxiFi tells you how much you can afford based on your current circumstances.
Our Approach
No one cares about your finances as much as you. A financial advisor can be a powerful resource, but MaxiFi is designed to give control over your financial future back to you. Whether you work with an advisor or do everything yourself, MaxiFi gives you the information and perspective you need to make the smartest financial decisions for you and your family.
Do you need to know how a career change could impact your financial future? Or are you making decisions about retirement and Social Security? Are you pondering a more aggressive strategy with your investments? Or concerned about tax changes? Whatever the question, we believe that your financial planning tool should help you find the answer.
Our Focus
Conventional personal financial planning tools are too focused on selling you a product instead of helping you make the best financial decisions for you and your family. At MaxiFi, we don’t sell, recommend, or advertise any financial products. That means we are always 100% focused on giving you the best information.
As a privately held company, MaxiFi receives support from groups committed to improving personal financial planning and choices, such as the National Institute of Aging (part of NIH), Boston University, and the Sloan Foundation.
Our Future
MaxiFi’s journey started with the Economic Security Computation Engine, which has powered several generations of our software including ESPlanner, Maximize My Social Security, and now MaxiFi.