Financial Planning For What's Important
IIS Financial Services of South Portland and Augusta, Maine, is an independently managed financial planning firm that specializes in helping you and your family through each phase of life. We use a comprehensive suite of investment management and wealth planning solutions that help create a plan based on your 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.
Pre Retirees & Retirees
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At IIS Financial Services in South Portland and Augusta, Maine, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
IIS Financial Services Financial Planning Blog provides insightful information for our clients about popular investment and retirement topics. Click on the link below to read our latest blog.