Maxifi Planner

By Terry Savage on September 16, 2025 | Financial Planning / Retirement

Hi Terry-

I subscribed to Maxifi Planner. I filled out all the information to see if a Roth conversion makes sense.

I would like to have a one on one conversation with a financial advisor to discuss my options.

Would you please email me the contact information so I can set up my consultation.

Best,

I think this link will help you. It explains the Maxifi “co-pilot” service where you work with a planner.
https://maxifiplanner.com/copilot

Or there is a more basic, and less expensive option for help: https://maxifiplanner.com/flight-check

Yes, it costs money — but you’ve already done the tough part of filling in all the info. Now let them help you with some basic decisions.

Contact Terry