- 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
- ServicesServicesOverviewChoose the right level of support for your plan and needsFlight CheckGet off the ground with comprehensive guidanceCo-PilotElevate your financial plan with one of MaxiFi’s certified financial plannersConcierge ServicePersonal, expert support to make the most of your financial plan
Flight Check ServiceAsk your questions and make sure your plan is ready for take off with a MaxiFi expertLearn More - Resources
- 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
- Pricing
- 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
Office Hours Registration
MaxiFi office hours are your opportunity to learn from other customers and our experts while also giving you a chance to ask your own questions about using MaxiFi. Most are open Q&A format, while some office hours focus on a specific topic.
See upcoming sessions and register below.
See upcoming sessions and register below.
Presenters
Jay Abolofia, CFP and founder of Lyon Financial Planning, is an expert in Economics-Based Financial Planning and has been using MaxiFi for over six years in his practice. Jay runs the MaxiFi Co-Pilot Program.
Mark and Kara Brandt are MaxiFi support experts and long-time users who have helped many household and professional customers achieve maximum benefit from MaxiFi through Orientation sessions, the Flight Check service, and product demos.
Laurence (Larry) Kotlikoff is co-founder and president of Economic Security Planning, Inc, makers of MaxiFi Planner and Maximize My Social Security, and is a professor of economics at Boston University.
Mark and Kara Brandt are MaxiFi support experts and long-time users who have helped many household and professional customers achieve maximum benefit from MaxiFi through Orientation sessions, the Flight Check service, and product demos.
Laurence (Larry) Kotlikoff is co-founder and president of Economic Security Planning, Inc, makers of MaxiFi Planner and Maximize My Social Security, and is a professor of economics at Boston University.