Support Your Employees with Financial Wellness

With MaxiFi, empower your employees to take control of their financial futures with confidence and peace of mind

Why Financial Wellbeing is Important for Your Business

Financial security is top of mind for everyone in your organization. It’s not just about those who are about to retire. Every team member in your company at every stage of life, whether just starting out or at the top levels of management, has to make difficult decisions about their personal finances.

But planning for the future is complicated and working with financial advisors can be expensive. Getting an advisor’s advice often means handing over power over money management too. While clients have access to planning portals, the advisor serves as a middle-man. For your employees in that position, it inevitably leaves them wishing they had more control over their own plans.

Put Your Employees in Control

When an employee feels in control of their finances, they turn up to work focused on the job, not their concerns about houses, investments, or pensions. MaxiFi gives employees the information they need to invest in their homes and families while saving for retirement. That’s real peace of mind.

Control

Real control with the ability to compare different strategies with ease and purpose.

Hands on Support

Hands-on support to guide your employees as they use MaxiFi and grow with your company.

Answers

Outputs that give your team real clarity on a level of spending they can afford.

How Does MaxiFi Support Employee Financial Wellbeing?

Access to MaxiFi’s unique suite of tools gives your employees the power to manage their personal financial planning with confidence and control.

MaxiFi and its companion tool Maximize My Social Security are trusted programs for answering critical financial questions:

Am I contributing enough to my 401k?

Can I afford to buy a house?

Do I have enough life insurance coverage?

Should I accept that transfer to a position in another state?

When should I take Social Security?

When can I retire and do I have enough money to sustain my living standard?

Unlike conventional financial planning tools, which rely on fixed inputs and generic assumptions, MaxiFi is built to be flexible and personal. When you sign up, your employees will have access to:

A clear, long-term view of a discretionary spending level they can sustain

Tools to optimize Social Security benefits

Comprehensive tax and benefit calculations, including Medicare Part B premiums

Powerful Monte Carlo analysis to assess risk and reward of different investment strategies

A savings and life insurance coverage plan

Projections to compare different career choices, housing decisions, and retirement plans