Features
Features
How it Works
Understand the MaxiFi features that help you build your lifetime plan
Roth Conversion Optimizer
MaxiFi helps you optimize conversions and reduce taxes
Use Cases
How can you put MaxiFi to use?
Life Insurance Contingency Planning
Get peace of mind from life insurance recommendations tailored for you
Living Standard Monte Carlo
Manage your living standard risk with confidence
Features
How it Works . Understand the MaxiFi features that help you build your lifetime plan
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Services
Services
Overview
Choose the right level of support for your plan and needs
Flight Check
Get off the ground with comprehensive, expert guidance
Co-Pilot
Elevate your financial plan with one of MaxiFi’s certified financial planners
Concierge Services
Personal, expert guidance to make the most of your financial plan
Concierge Services
Personal, expert guidance to make the most of your financial plan
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Resources
Resources
Webinars
Expert tips and guides to help you get the maximum from MaxiFi
Articles
In-depth commentary on the financial planning landscape
Books
From the world-renowned economist behind MaxiFi
FAQ
Your most pressing questions answered
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Expert tips and guides to help you get the maximum from MaxiFi
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Why MaxiFi
MaxiFi
Economics-Based Planning
How Nobel Prize-winning economics gives you a clear view of your finances
Case Studies
Real stories about how MaxiFi helps users make smarter decisions
Testimonials
MaxiFi is trusted by households and experts for clarity and confidence
How MaxiFi Compares
With so many tools out there, how do you know MaxiFi is right for you?
Press
Read expert commentary and critical acclaim for MaxiFi
How MaxiFi Compares
With so many tools out there, how do you know MaxiFi is right for you?
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Pricing
About
Company
Our Vision
The best person to take control of your financial future
Media Resources
Logos, background information, and media contacts
Founder and Advisors
Meet Laurence Kotlikoff and the visionary MaxiFi team
Affiliate Program
As a MaxiFi affiliate, you can share offers and discounts
Careers
Why working at MaxiFi is rewarding, empowering, and impactful
Contact
Questions or feedback? Get in touch with the MaxiFi team
Contact
Questions or feedback? Get in touch with the MaxiFi team
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Understanding Our Use of Cookies

We use cookies to enhance your experience, ensure security, and improve our services. Learn how we manage cookies and how you can control them.

1. What this policy covers

2. Our cookies and how to control them

3. Third-party cookies and how to control them

4. How we make changes to this policy

5. How to contact us with questions about cookies

A “cookie” is the name for a piece of data contained in a very small text file that is associated with your web browser. Cookies are typically used to store information to help web sites and applications deliver and improve their services. This policy explains our use of cookies and provides information about how you can control our use of cookies in your browser:

Our cookies and how to control them

Third-party cookies and how to control them

How we make changes to this policy

How to contact us with questions about cookies

This policy covers all websites, products and services offered by Economic Security Planning, Inc., under the following brands (hereafter referred to as “we,” “our services,” or “our sites”):

Maximize My Social Security
MaxiFi Planner
Economic Security Planning, Inc.

Important Notes:

We try to minimize data collection and offer you ways to opt out of automated data collection or marketing. We also encourage you to contact us with any specific concerns you feel we have not addressed. However, if you still do not agree with this cookie policy and your options herein, please simply do not access our services.
You may also want to review our Privacy Policy

We use cookies directly to help provide our services to you. The cookies we set on your browser are used solely for two purposes:

Identifying your browser for security purposes so we know whether you are logged in or not and to associate your login session with your browser.
To keep track of minor preferences to improve your experience on the site, for example, whether you closed a particular alert message so we don’t keep showing you the same alert message repeatedly.

Because these cookies are either critical to the function and security of our services, or simple browsing enhancements, we do not offer you any direct control over them. However, you can adjust your browser preferences to reject all cookies from our sites and will be able to browse the informational parts of our websites but will not be able to log in to your account or access any of our financial planning tools.

For further information on controlling cookies in any browser, go the Help menu for the browser and search for “cookies.”

Third-party service providers acting on our behalf use cookies to help deliver their services to us and you.

If you turn off third-party cookies in your browser's privacy and security settings, for the most part our websites and applications should continue to function, though you may notice occasional problems or some missing features, particularly in our commerce and help systems, where we use third parties to provide those services. If you do notice such problems, use the contact form on this site to contact us and let us know. We will evaluate if we can resolve the issue. If you need help turning off third-party cookies, please see the Help within your browser or contact the browser company for support.

If you are primarily concerned about advertisers tracking you, we think it is a safe assumption that you are surely concerned about their use on all sites you visit, not just ours. Therefore, we think it best for you to interact directly with the services for broader control of your privacy rather than simply blocking our site’s use. Following are some suggestions for blocking advertisers from tracking you. For further information, please contact the advertisers or the Network Advertising Initiative.

Opt out of many advertisers' use of cookies by visiting the Network Advertising Initiative’s opt out page.
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We keep our cookie policy under regular review and we will place any updates on this web page.

Use the contact form on this site if you have any questions or concerns about this cookie policy.

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Economic Security Planning, Inc.

Maximize My Social Security, MaxiFi, MaxiFi Planner, and ESPlanner are registered trademarks of Economic Security Planning, Inc.

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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.