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.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.
Customized fee-based investment strategies designed to help you pursue a confident, work-optional lifestyle.
Reserve your Complimentary Consultation
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 RelationshipDuring 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 GoalsNext, 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 SituationWe 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 RecommendationsDuring 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 PlanTogether 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 ProgressWe monitor and track your progress with strategy meetings, and help you make course corrections to your financial plan along the way
Mike Maynes, CFP®
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...Learn More
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...Learn More
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Is your estate in order? This short quiz may help you assess your overall strategy.
This checklist can give you a quick snapshot of how prepared you are.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Couples may be able to head off many of the problems in a marriage that money can cause.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.