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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are four very good reasons to start investing. Do you know what they are?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.