Broker Check

Company Name - Boca Raton, FL

 

(561) 955-6098

About Us Benefits of a Financial Plan The Cycle of Investing

Reserve your Complimentary Consultation

CHARTING YOUR COURSE TO FINANCIAL INDEPENDENCE

Work-Optional Lifestyle. Early Retirement. Financial Independence. Regardless of your financial goals, the Maynes IM Financial team is committed to getting you there with a clear understanding of our process and a comfort level that allows you to sleep at night. As a result, we have developed and refined a process that charts a course for financial independence.  We call it the Checklist Formula™.

While our clientele is comprised heavily of corporate executives, attorneys, healthcare and aviation professionals, our services are ideal for any goal-oriented professional who may know how to fly an Airbus A320, Boeing 737, or perform an appendectomy, but is less skilled when it comes to planning for their financial future.

We welcome clients who share our core values of trust, transparency, and attention to detail. Like moths to flame, our clients are drawn to us for our reputation for building lasting relationship and long-term excellence.

We are based in the sea turtle-friendly community of Boca Raton, Florida yet we travel across the nation to meet with a select group of clients who won’t settle when it comes to their financial future.

Call us at 561-955-6098 to reserve your complimentary consultation.


 

Panoramic Financial Planning

Our approach looks at your big picture and focuses on your family, occupation, recreation, and of course your money.  

Learn More
 

Insurance & Risk Management

We focus on what kind of insurance your financial plan requires, and pursue the most cost-effective way to get it.

Learn More

 

Wealth Management

Customized fee-based investment strategies designed to help you pursue a confident, work-optional lifestyle.


Learn More 

Our Financial Planning Process

Over the 21 years Mike Maynes, CFP® has developed and refined a six-step process to put your financial house in order and keep it that way as your life unfolds and your needs evolve.

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 strategy meetings, and help you make course corrections to your financial plan along the way

Michael J. Maynes

Mike Maynes, CFP®

Founder

Over the past 25 years, Mike has firmly established his place in the Boca Raton community, while founding his financial planning firm Maynes IM Financial. Mike has developed and refined a process called The Checklist Formula™.

Learn More
Kimberly Summas

Kimberly Summas

Client Service Coordinator

Kim has been a valuable Maynes IM Financial team member for the last five plus years. She is an animal lover, mother, and philanthropist. As your dedicated client service coordinator, she keeps our firm running smoothly every day.

Learn More

Helpful Content

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow