- 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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How Can You Use MaxiFi?
Read about how you can use MaxiFi to build a lifetime financial roadmap with confidence
Plan Through Life’s Big Changes
Model the impact of big decisions on your long-term living standard
Every big decision in life has financial consequences, but nothing makes that more stressful than not knowing what those consequences could be. And when you’re moving to a new city, changing careers, or considering early retirement, not knowing isn’t an option. Generic tools and standardized advice often leave you with more questions than answers. How can you know that advice applies to your situation?
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Validate Your Plan with Confidence
Use MaxiFi for a trusted second opinion for your existing plan.
Managing and predicting how your finances are going to look in the future is complex but important. If you’ve invested time and money into building your own plan, or hiring an advisor, you’re probably anxious for a second opinion to back up your conclusions.
Take Control of Your Retirement Planning
Compare scenarios and strategies for thorough retirement planning
Planning for your retirement but tired of having to wait for a response from your financial advisor every time you want to explore even the smallest change to your plan? Or maybe you’ve found conventional planning software tools too slow and rigid, stopping you from investigating how different strategies and decisions could impact you?
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Master Your Tax-Efficient Withdrawal Strategy
Navigate and compare the tax implications of different plans with ease
If there’s one thing governments are good at, it’s making tax complicated. When you’re making your lifetime financial plan, you need to know how different retirement account withdrawal strategies affect you. But there are too many moving parts in the tax system for even the most advanced spreadsheet user, and conventional tools often aren’t much better.