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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 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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