Hi Robert, a handful of our advisors have tested Larry’s MaxiFi planning software, and one advisor in particular is currently doing a deep dive. More broadly, though, our advisors have spent years refining the planning process that works best for them. Most use a combination of planning tools, along with their own analysis and experience, to deliver highly personalized, tax-aware advice. They’re focused on getting the right answer for each client, not on using any one particular software.
Hi Pam, do you and your vetted advisors use life-cycle software like MaxiFi Planner to support your spend and save recommendations?
Hi Robert, a handful of our advisors have tested Larry’s MaxiFi planning software, and one advisor in particular is currently doing a deep dive. More broadly, though, our advisors have spent years refining the planning process that works best for them. Most use a combination of planning tools, along with their own analysis and experience, to deliver highly personalized, tax-aware advice. They’re focused on getting the right answer for each client, not on using any one particular software.