MaxiFi

iPhone + Android

7.9No. 9 of 29
in Financial Planning Software

Recognised40% of the score62
Phone app26% of the score100
Documented20% of the score84
Free plan14% of the score0

Free plan: Trial only
Paid plans from: $12.42/mo
Runs on: Android, iPhone, Linux, Mac, Web, Windows

Summary

MaxiFi is ranked #9 of 29 in financial planning software on Samsung Mobile US Press. It runs on Android, iOS, Linux, macOS, Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $12.42/mo.

MaxiFi plans and pricing

All plans

14-Day Trial Free Limited features · detailed lifetime plan · compare 3 alternate scenarios · customer support · orientation and office hours maxifi.com · 4 Oct 2026

Unlocked $149/yr $149 /Year All features · up to 25 Alternative Profiles · annual budgeting and tracking · PDF and Excel exports · premium optimizers maxifi.com · 4 Oct 2026

Compared on financial planning software

Free plan: Nomaxifi.com
Scenario analysis: Yesmaxifi.com

Facts

Purpose: MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs.maxifi.com · 4 Oct 2026
Scenario planning: Users can update their plan and compare alternative choices such as changing jobs, buying a home, or retiring early.maxifi.com · 4 Oct 2026
Tax and benefits: The software calculates federal, state, FICA, and IRMAA taxes, Social Security benefits, and Medicare Part B premiums.maxifi.com · 4 Oct 2026
Optimization: Paid features include Roth conversion, Social Security filing, and retirement withdrawal optimizers.maxifi.com · 4 Oct 2026
Investment risk: Living Standard Monte Carlo compares how investment strategies and spending behavior affect discretionary spending.maxifi.com · 4 Oct 2026
Insurance planning: MaxiFi calculates life insurance coverage amounts using contingency plans such as downsizing or retiring later after a spouse's death.maxifi.com · 4 Oct 2026
Reports and exports: Users can review detailed annual reports and export plan results as PDF or Excel files.maxifi.com · 4 Oct 2026
Integrations: The site describes plan sharing with a financial advisor who has a MaxiFi PRO subscription.maxifi.com · 4 Oct 2026
Security: The company says customer data is encrypted at rest with AES-256 and web traffic uses TLS 1.2 or 1.3; it also requires two-factor authentication for customer logins.maxifi.com · 4 Oct 2026
Hosting and testing: Economic Security Planning says it hosts services on AWS and conducts annual third-party penetration tests and at least monthly vulnerability scans.maxifi.com · 4 Oct 2026
Support: Support is provided through online tickets, with listed contact hours Monday through Friday, 8 a.m. to 8 p.m. Eastern; phone support is not included in the purchase price.maxifi.com · 4 Oct 2026
Notable limitation: MaxiFi is a long-range planning tool and is not primarily an asset allocation tool or an analyzer of historical fund or asset-class performance.maxifi.com · 4 Oct 2026
Platforms: The web-based software works on Windows, Mac OS, and Linux with supported browsers, and on most common tablets and phones.maxifi.com · 4 Oct 2026
Intended users: The company says MaxiFi can help people make financial decisions at any age and stage, including career, housing, and retirement choices.maxifi.com · 4 Oct 2026
Company history: Founder Laurence Kotlikoff says he founded Economic Security Planning, Inc. in 1993 to provide economics-based life-cycle financial planning.maxifi.com · 4 Oct 2026