Welcome to IIS Financial Services
IIS Financial Services of South Portland and Augusta, Maine, is an independently managed financial planning firm that specializes in helping families of public sector employees and small business owners through all phases of life. IIS Financial uses a comprehensive suite of investment management and wealth planning solutions that help clients create a financial and retirement plan based on their individual goals through education, communication, and service.
Being an independently managed firm, our fiduciary duty allows us to work in our client best interests only and serve as their trusted advisors. Working closely with our clients, we provide the foundation for a long-term relationship based on trust, integrity, knowledge and service which results in our clients pursuing their financial goals and objectives.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
For many, retirement includes contributing their time and talents to an organization in need.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here is a quick history of the Federal Reserve and an overview of what it does.
With alternative investments, it’s critical to sort through the complexity.