Financial planning is something that needed to be done with family planning. It is basically a process of analyzing your current money, designing to use your funds for the future by long-term monetary goals in such a way that not only helps you save you and your family’s future but also helps in leading a successful life. Framing your financial policies proportional to procurement, investment, and administration of funds is a useful process. It is an ongoing process that indulges you and your money which may vary with time.
Many companies aid people in planning their financials according to future goals and making their future strong along with giving the best estimation of your expenses and savings. One such company is MaxiFi Planner which helps its clients to lead a successful life and make life pretty good for their beloved ones.
About MaxiFi Planner
MaxiFi Planner is web-designed software that helps people in making the right financial decisions for their future hence, a powerful budgeting platform throughout your retirement life. It was developed by Economic Security Planning Inc. It was founded in the year 1993. MaxiFi Planner was founded by Laurence Kotlikoff. MaxiFi software uses iterative dynamic programming methods developed by the founder Laurence, this helps in making MaxiFi software bringing accuracy to put Economic Approach into action.
Products and services provided by MaxiFi Planner
MaxiFi Planner is online software that gives you comprehensive financial planning for the future accommodation of your savings in the most appropriate way. MaxiFi Planner takes everything into account including your income, savings, insurance plans, current assets, retirement funds, social security, housing, and Federal, state, and FCIA taxes. Later on, all of the information is cater down to create the best and highly detailed financial plan with a discretionary budget plan to ensure that you enjoy the rest of your life without any financial issues.
The features that MaxiFi Planner provided include, firstly, Base Plane that gives a basic lifetime roadmap including spending, savings, incomes, and life insurance. You can change or update it every day according to the changes that come your way. Secondly, Maximized Plan help in raising your discretionary income. Thirdly, Progress Tracker helps in guiding that you are on a right track and meeting your benchmarks, and when you are happy with your base plan you can set your progress tracker. Fourthly, Risk Analysis shows the visible impact of different investments and spending behavior on your standard living through MaxiFi’s Living Standard Risk Analysis using powerfulMonte Carlo Stimulationshundreds of living standard scenarios are given to you based on spending and investment strategies which help in changing your plan for the future.
MaxiFi Planner usually operates on an annual subscription and it provides two modes of pricing including MaxiFi Planner standard, and premium. To avail MaxiFi Planner services, a person has to make an account and sign in through his/her email, and by following instructions they are ready to go. Once the consulting services are fulfilled between customer and consultant, a consultant will email a consultation order within 1 business day.
The MaxiFi Planner offers a refund within 30 days of purchase with written reason from the customer. All the information gathered from the customer will be kept highly confidential and will never be shared with a third party without the consent of the customer.
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