Before purchasing, please read this notice about plans for the discontinuation of ESPlanner.

Our Products & Services

Products Services
ESPlanner
$149.00

ESPlanner is our acclaimed lifetime financial planning tool. It calculates what you should save, spend, and insure to maintain your household’s living standard through time. Whether it’s choosing careers, switching jobs, taking Social Security, managing retirement accounts, downsizing your home, or moving states, ESPlanner can find safe ways to significantly raise your living standard. The $149 first-year cost covers all updates. Thereafter, annual update licenses cost $70. Handles up to four households with unlimited profiles per household. This is a Windows based program. If you can't run Windows on a Mac, please visit MaxiFi Planner to learn about our web-based version of ESPlanner.

Click here for a list of features.
Click here for annual update license ($70).

ESPlannerPLUS
$199.00

Includes all features of ESPlanner plus the ability to run Monte Carlo simulations that show you how investing in particular assets will affect the level and variability of your living standard through time. ESPlannerPLUS also runs in Upside Investing mode, which lets you set a floor to your living standard and experience only upside risk to your living standard risk from investing in the stock market. Handles up to four households with unlimited profiles per household. The $199 first-year cost covers all updates. Thereafter, annual update licenses cost $70. Handles up to four households with unlimited profiles per household. This is a Windows based program. If you can't run Windows on a Mac, please visit MaxiFi Planner to learn about our web-based version of ESPlanner.

Click here for a list of features.
Click here for annual update license ($70).

ESPLannerPRO
$950.00

This is the only version of ESPlanner licensed for use by professionals. It has all the features of ESPlannerPLUS, but can handle up to 100 clients. The $950 first-year cost covers all updates. Thereafter,annual update licenses cost $750. A 30-day demo is available upon request. This is a Windows based program. If you can't run Windows on a Mac, please visit MaxiFi Planner to learn about our web-based version of ESPlanner.

Click here for a list of features.
Click here for annual update license ($750).

Expert Review
$250.00

The expert review consultation includes a 1 hour phone call confirming inputs, reviewing and interpreting results, and exploring allowable what-if scenarios as applicable. The consultant will review your profile ahead of time and you can send a summary of your questions before the consultation. The consultation can also serve as a training session for professionals seeking to better serve their clients. This service is available only to customers with an active individual or professional license.

Learn more about our Expert Review consulting service.

Maximize My Living Standard
$1,500.00

Sit back and let our experts use our patented software—Economic Security Planner—to find ways to raise your living standard and also give you a lifetime game plan for how much to spend, save, and insure.

Examples of strategies to raise your living standard that we can consider:

Switching jobs, going back to school, moving states, buying a new home, paying for college expenses, refinancing your mortgage, buying a second home, contributing more to retirement accounts, and more.

The $1,500 covers 10 hours of our time. If your case requires more time, we'll charge you $50 per hour.

Learn more or purchase here

Upside Investing
$750.00

UpSide Investing -- The Safest Way to Play the Market 

You tell us how much you will invest in the stock market and when you will start and stop converting your stocks to safe assets. We use our patented software Economic Security Planner to calculate what you can spend annually assuming your stocks lose all their value.

This determines your annual living standard floor. Next we show the potential upside to your living standard once you start converting your stocks to safe assets.
Learn more or purchase here

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