Fidelity Planning & Guidance Center
6.0#18 in retirement planning softwareFree planFree planWeb
VisitFidelity Planning & Guidance Center vs MaxiFi
What both publish
| Fact | Fidelity Planning & Guidance Center | MaxiFi |
|---|---|---|
| Founded | 1946 | 1993 |
| Headquarters | Boston, Massachusetts, United States | Providence, Rhode Island, United States |
| Purpose | The center helps users assess retirement readiness, review investment strategies, and get a report with next steps to consider. | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. |
Fidelity Planning & Guidance Center plans
- Free planFree
MaxiFi plans
- 14-Day TrialFree
- Unlocked$149 a year
Pick Fidelity Planning & Guidance Center if…
It may suit people who want to explore retirement scenarios, monitor financial goals, and review estimated retirement income online. People with foreign tax liability, significant margin debt, or certain legal proceedings may need other guidance.
Pick MaxiFi if…
It suits people weighing financial choices across career, housing, and retirement stages. It may be useful to those who want to compare scenarios and project taxes, benefits, and spending.