- How It Works
- ServicesServicesOverviewChoose the right level of support for your plan and needsExpert ReviewA comprehensive review of inputs and reports to get you on the right pathFiling AssistanceLet our experts deal with Social Security for youClawback AssistanceFor those who need help fighting a Social Security benefit clawback
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- Why Choose Us
- ResourcesResourcesBlogTODOBooksFrom the world-renowned economist behind Maximize My Social SecurityWebinars & PodcastsExpert tips and guides to help you get the maximum from Maximize My Social SecurtyArticlesIn-depth commentary on Social Security from our founderAsk LarryThousands of questions answered by our Social Security expertsFAQYour most pressing questions answered
- Pricing
Get All the Help You Need, from a Quick Checkup to Full Hands-On Service
All Maximize My Social Security plans come with free email support and extensive online support. For more personalized guidance, book additional services.
Your comprehensive 60-minute session will cover:
Confirmation of your data entries and assumptions
Step-by-step review of your plan results and reports
Answers to your specific questions about filing strategies and plan interpretation
Guidance on how to adjust your plan for what-if filing scenarios
The service costs $250. After the session, you should feel empowered to make the most of Maximize My Social Security for your needs.
Available to U.S.-based clients only
The ultimate in peace of mind. Let our our experts deal with Social Security and file for benefits on your behalf.
Join our interest list and be the first to hear when this planned service is available.
Join our interest list and be the first to hear when this planned service is available.
Available to U.S.-based clients only.
If the Social Security Administration has demanded that you repay benefits, you’re not alone. Clawback situations can be stressful and confusing, but help may soon be available.
Join our interest list and we will notify you when this service becomes available.
Join our interest list and we will notify you when this service becomes available.
Available to U.S.-based clients only
Flight Check
$250/session
Hit cruising altitude with our Co-Pilot service. You'll be teamed with a Certified Financial Planner (CFP™) who will help you get organized, create a Base Profile, create Alternative Profiles, review and analyze reports, and optimize your profiles.
Co-Pilot
$1,000/session
Hit cruising altitude with our Co-Pilot service. You'll be teamed with a Certified Financial Planner (CFP™) who will help you get organized, create a Base Profile, create Alternative Profiles, review and analyze reports, and optimize your profiles.
Concierge
$2500/session
Enjoy a first-class, full-service experience with our Concierge service. Let our experts take the controls and craft a comprehensive MaxiFi plan tailored to your needs, providing you with complete peace of mind.
Your one-hour, one-on-one meeting. Includes a pre-flight planning package to help you prepare ahead of your meeting.
Your comprehensive 60-minute session will cover:
Review of your data inputs
Settings, assumptions and best practices
A walkthrough of your Base Plan Report
How to maximize your plan
Key options for customizing your cash flow and living standard preferences
Settings, assumptions and best practices
Help with any other questions you have about getting started with MaxiFi
The service costs $250, which includes a planning package to help prepare for your meeting. After the session, you should feel empowered to make the most of MaxiFi’s full potential as you plan your financial future.
Available to U.S.-based clients only