The National Directory of Certified Public Accountants

Put the Most Powerful, Accurate Financial Planning Tool in Your Hands

Secure your clients' future with patented state-of-the-art software

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$359 annual license (regular price $399)

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Other financial planning programs ask you to guess: How much does your client need for a secure financial future?

MaxiFi software ends the guesswork.

It's the only software powerful and accurate enough to calculate your clients' highest sustainable living standard – starting today – with a plan to maintain and raise that amount for life.

Give your clients peace of mind

MaxiFi analyzes your clients' financial future. It calculates a spending, saving and insurance plan to maintain and protect their living standard for life.

Find your clients more money

MaxiFi can raise your clients' lifetime spending by tens to hundreds of thousands of dollars by optimizing Social Security, lowering lifetime taxes, and more.

Help your clients make smarter decisions

Changing jobs? Moving homes? Planning retirement? See how big decisions impact your clients' living standard – now and for the rest of your life.

MaxiFi's Economic Security Computation Engine makes highly detailed annual Federal and State tax calculations and considers the full range of Social Security benefits.

You control dozens of settings to model different maximum ages, inflation rates, changes to Social Security benefits or tax rates, etc.

Minimal, easy online data entry:

Clear, detailed and comprehensive reports:

Find out what makes this software smarter and better.

The Economic Security Computation Engine makes highly detailed annual Federal and State tax calculations and considers the full range of Social Security benefits.

Tax Considerations:

Social Security Benefits:

Social Security Rules and Provisions: