Reserve your Complimentary Consultation
WORK-OPTIONAL LIFESTYLE
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™.
Learn More
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.
Learn MoreHelpful Content

Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.

Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.

Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
View all articles 
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators 
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations 
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprises
Making the most of surprises is a great reason to work with us.