Your Success Is Our Success
Maynes Investment Management is a full-service, highly tactical and strategic boutique comprehensive financial services firm. We are a team of experienced retirement specialists with the same mission: to provide an unprecedented total client experience utilizing innovative financial planning and wealth management tools paired with our unique client service approach.
As your local financial advisor, we are dedicated to serving the sea turtle-friendly community of Boca Raton and South Florida as a fee-based financial planner that individuals, families, and business owners can rely on for objective recommendations. We are committed to placing our clients’ interests first, just the way it should be. We hold ourselves to the highest levels of integrity and accountability in an effort to do our absolute best for each and every one of our clients.
We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are. We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress, and adjust your financial plan along the way.
As your financial advocate, your success is our success. Please call our office today to get started and schedule your complimentary consultation.
Comprehensive Financial Planning
We employ a holistic approach paired with robust planning and organizational tools to help you pursue your financial goals.Learn More
Customized fee-based investment strategies for all asset levels designed for your specific risk tolerance and unique financial situation.Learn More
Partnering with a team of financial specialists, we seek to preserve and grow the wealth of our high net worth clientele.Learn More
Our Financial Planning Process
Over the eighteen years Michael J Maynes, CFP® has been in business, we have established a six-step process to pursue success. We hope you’ll join us on that journey:
Establish and Define the Client-Planner RelationshipDuring this stage, we discuss our role and what we will help you with, as well as your responsibilities as our client. We will agree on the decisions to be made and the time frame of your goals. We define the scope of work before commencing.
Gather Data and GoalsNext, we gather client data and determine your goals and expectations. We will ask about your current financial situation, risk tolerance, and timeframe. We gather all relevant documents.
Analyze Financial SituationWe will analyze your information to assess your current situation and determine what must be done to pursue your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments and tax strategies. We determine your strengths, areas of improvement, and vulnerabilities.
Review Our RecommendationsDuring this stage, we offer financial planning recommendations that address your goals, based on the information you provided. We will review the recommendations with you to help you make informed decisions to help you pursue your goals.
Implement Your Financial PlanTogether we will agree on how recommendations will be carried out. We may carry out the recommendations for you and serve as a "coach, " coordinating the process with other professionals, such as attorneys or CPAs.
Monitor Plan and Portfolio ProgressWe monitor and track your progress with periodic reviews, and help you make adjustments to your financial plan along the way.
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Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A quick look at how federal income taxes work.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A change in your mindset during retirement may drive changes to your portfolio.
Building wealth requires protection from the forces of wealth destruction.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.