Overview
MaxiFi Premium includes all the features of MaxiFi Standard plus our powerful Roth Conversion Optimization and Monte Carlo Analysis tools. If you’re ready to take your planning to the next level, upgrading is easy and we’re happy to help.
At this time, upgrading from Standard to Premium isn’t a self-service process. However, our team can manually upgrade your subscription for a pro-rated rate or schedule it to begin at your next renewal. Just follow the steps below.
How to Request an Upgrade
To upgrade your existing Standard subscription to Premium:
Send an email to: maxifi@economicsecurityplanning.com
Use this subject line: Upgrade to Premium
Include this in your message:
The email address associated with your MaxiFi account
Whether you’d like to upgrade immediately (pro-rated) or at your next renewal
Once we receive your request, we’ll take care of the rest and confirm the change and any charges via email.
What’s Included in MaxiFi Premium?
Upgrading to MaxiFi Premium unlocks advanced planning tools that help you go deeper into your financial future — maximizing your retirement strategy, minimizing taxes, and planning for the unexpected.
Living Standard Monte Carlo®
Simulate how different investment strategies and spending patterns impact your bottom line — your living standard, using our dynamic, inflation-adjusted Monte Carlo tool.
Roth Conversion Optimizer™
Find the optimal Roth conversion strategy that minimizes lifetime taxes and increases your lifetime spending. MaxiFi is the only tool that automates this calculation based on your unique plan.
Life Insurance Contingency Planning
Add custom “what-if” plans for surviving spouses, like downsizing a home or delaying retirement. Let MaxiFi help calculate accurate life insurance needs.
These features are built directly into your existing plan and reports once Premium is activated, there is no need to re-enter your data. Premium features are fully integrated into your reports, letting you see the impact of each strategy directly in your plan.
Questions?
If you’re unsure whether Premium is right for you or want to learn more before upgrading, feel free to reach out to our team!