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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™.
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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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One of the most common questions people ask about Social Security is when they should start taking benefits.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?