Broker Check
About Us Benefits of a Financial Plan The Cycle of Investing

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.

<sup>The</sup><br/>Accumulator

The
Accumulator

You're at your peak earning years. You're raising a family. Life is busy. Your retirement plan deserves more attention because it's not far off. 


Learn more
<sup>The</sup><br/>Pre-Retiree

The
Pre-Retiree

Now it's time to focus on you because retirement is not that far off. You've worked hard, saved, raised a family and did everything you were supposed to do. 

Learn more
<sup>The<br/></sup>New Retiree

The
New Retiree

Retirement is here and you're enjoying your freedom!

Learn more
<sup>The</sup><br/>Seasoned Retiree

The
Seasoned Retiree

You're 10 years or more into your retirement and enjoying it. But you're also beginning to look ahead to your future. 

Learn more
<sup>The</sup><br/>Survivor

The
Survivor

Now it's just you and you're feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next. 

Learn more

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 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 

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 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.

Learn More

Helpful Content

5 Smart Investing Principles

5 Smart Investing Principles

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

Lifetime of Earnings

Lifetime of Earnings

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

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

 

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.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

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

View all presentations arrow

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Saving for College 101

Here’s a crash course on saving for college.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos arrow