- 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
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- Why MaxiFiMaxiFiEconomics-Based PlanningHow MaxiFi's economics approach 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?Press and ReviewsRead expert commentary and critical acclaim for MaxiFi
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- AboutCompanyOur VisionThe best person to take control of your financial future is youMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramShare MaxiFi with your audience to help them take control of their financesCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
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Same Smart Planning. Bold New Look.
In 1993, When I founded my company, Economic Security Planning, I had a very clear goal: to create the most accurate and trustworthy personal financial planning software on the market.
I wanted to develop a tool that would incorporate the economics' approach to life-cycle personal financial planning. A tool that allows you to take control and create a solid, lifetime financial plan you can trust and update at every stage in your life.
Earlier this year we interviewed many of our MaxiFi customers. These conversations reaffirmed your confidence in MaxiFi’s ability to deliver a clear, transparent lifetime financial plan—one that helps you feel secure about your financial future.
Another message that came across loud and clear is your appreciation for how approachable our customer support staff and leadership are and how you feel well supported in your financial journey.
In addition to encouraging us to keep delivering great software and top-notch customer service, these findings inspired us to make sure those same values came across in our new brand identity and website. We wanted to create a more modern look building on the trust and confidence you place in us, signaling our continued innovation, and clearly communicating the unique power of economics-based planning.
Today, I am excited to unveil the new brand identity and website for MaxiFi and hope you agree with me that we achieved our goals with this effort.
Ed O'Connor-Giles, our President and CTO, and Barbara Kotlikoff, our CMO, spearheaded this project. They worked hand-in-hand with our marketing partners, Luniate.ai, who did a fantastic job expertly guiding us from initial research to completed site. Luniate.ai is a technology company focused on growth marketing led by Dominique Harrison-Bentzen, formerly Global Head of Digital Marketing at UBS, and William Stone, formerly Head of Asset Management and Investment Director at Brookfield.
We are excited to share the results of this collaboration and hope you enjoy exploring MaxiFi’s new website! Stay tuned as we roll out our new identity throughout our software and across our social media, and as we continue to build and grow the resources and service offerings available on our new website and in our software.
We hope you like MaxiFi's new website!
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