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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

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.

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Investment Management

Customized fee-based investment strategies for all asset levels designed for your specific risk tolerance and unique financial situation.

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Wealth Management


Partnering with a team of financial specialists, we seek to preserve and grow the wealth of our high net worth clientele.

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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 Relationship

During 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 Goals

Next, 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 Situation

We 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 Recommendations

During 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 Plan

Together 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 Progress

We monitor and track your progress with periodic reviews, and help you make adjustments to your financial plan along the way.

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