Welcome to Maynes IM Financial. I’m Mike Maynes CFP®, the founder of our financial planning firm based in sunny Boca Raton, FL. Our team believes that a relationship rooted in trust is essential. This begins with a personal approach to wealth management because every journey is unique. Our priority is to offer advice in our client’s best interest in hopes that they can achieve financial peace of mind. Decisions can be overwhelming when you’re considering investments, retirement, estate planning, and insurance. A comprehensive financial plan can bring clarity to your finances and help you develop a strategy so it’s easier to make financial decisions, set long and short-term goals, and to stay on track. Whether you are accumulating wealth or have significant assets to manage, we have the services and resources to fit your individual needs. We look forward to meeting you here, at Maynes IM Financial, where we provide ADVICE BEYOND RETURN.TM
WHO WE SERVE
Real people with real questions.
People come to Maynes IM Financial when it’s time to get serious about
getting their financial house in order.
ADVICE BEYOND RETURN™
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 move forward with confidence as we develop a financial plan best suited for you. As a result, we have developed and refined a process that checks all of the boxes 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. Our clients are referred 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 executive clients who are best suited for our process.
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 MoreInsurance & Risk Management
We focus on what kind of insurance your financial plan requires, and pursue the most cost-effective way to get it.
Wealth Management
Customized fee-based investment strategies designed to help you pursue a confident, work-optional lifestyle.
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
Client Service Manager
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.
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