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WHO WE SERVE

Real people with real questions.
People come to Maynes IM Financial when it’s time to get serious about
getting their financial house in order.

<sup>The</sup><br/>Accumulator

The
Accumulator

You're at your peak earning years. You're raising a family. Life is busy. Your retirement plan deserves more attention because it's not far off. 


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<sup>The</sup><br/>Pre-Retiree

The
Pre-Retiree

Now it's time to focus on you because retirement is not that far off. You've worked hard, saved, raised a family and did everything you were supposed to do. 

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<sup>The<br/></sup>New Retiree

The
New Retiree

Retirement is here and you're enjoying your freedom!

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<sup>The</sup><br/>Seasoned Retiree

The
Seasoned Retiree

You're 10 years or more into your retirement and enjoying it. But you're also beginning to look ahead to your future. 

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<sup>The</sup><br/>Survivor

The
Survivor

Now it's just you and you're feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next. 

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ADVICE BEYOND RETURN™




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.  

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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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Michael J. Maynes

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

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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