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About Us Benefits of a Financial Plan The Cycle of Investing

Committed to Excellence

Maynes IM Financial is a financial planning team primarily for corporate executives, attorneys, health care, and aviation professionals, who among other things aspire to a work-optional lifestyle.  We have developed and refined a process that puts all of the retirement puzzle pieces together.  We call it the Checklist Formula™.

Our wealth management process is best suited for goal-oriented professionals who need a checklist for their retirement planning.  Professionals who share our core values of trust, transparency, and attention to detail, are our best fit.  We are attracted to long-term excellence and aspire to serve like-minded professionals.

We are based in the sea turtle-friendly community of Boca Raton, Florida and travel throughout the United States as a financial consultant for a select group of clients.  Please 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.  

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Insurance & Risk Management

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

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Wealth Management

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


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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 20 years, Mike has really found his place in the Boca Raton community and founding his financial planning firm, Maynes IM Financial, is another way he is able to serve the people he cares about around him. At...

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Kimberly Summas

Kimberly Summas

Client Service Coordinator

Not only is Kim an animal lover, mother, and philanthropist, but she is also our client service coordinator and helps keeping our firm running smoothly every day. She has been in the financial services industry for almost a year and...

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