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About Us Benefits of a Financial Plan The Cycle of Investing

Welcome to Tortuga Financial.  I’m Mike Maynes CFP®, the founder of our financial planning firm based in sunny Boca Raton, FL.  Our team believes that a relationship rooted in trust is essential. This begins with a personal approach to wealth management because every journey is unique. Our priority is to offer advice in our client’s best interest in hopes that they can achieve financial peace of mind. Decisions can be overwhelming when you’re considering investments, retirement, estate planning, and insurance. A comprehensive financial plan can bring clarity to your finances and help you develop a strategy so it’s easier to make financial decisions, set long and short-term goals, and to stay on track. Whether you are accumulating wealth or have significant assets to manage, we have the services and resources to fit your individual needs. We look forward to meeting you here, at Tortuga Financial, where we provide ADVICE BEYOND RETURN.®


WHO WE SERVE

Real people with real questions.
People come to Tortuga 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 Tortuga 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 first responders, corporate executives, attorneys, healthcare, and aviation professionals, our services are ideal for any goal-oriented professional who may know how to provide emergency medical treatment, collar a perp, fly an 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 and primarily serve South East Florida and the Florida Keys.  We are happy to Zoom across the nation to work with a select group of 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 Tortuga 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 Tortuga Financial team member for the last seven 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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