Broker Check
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.  

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 

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 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...

Learn More
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...

Learn More

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow