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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Knowing the rules may help you decide when to start benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When to start? Should I continue to work? How can I maximize my benefit?
For many, retirement includes contributing their time and talents to an organization in need.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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 a number of ways to withdraw money from a qualified retirement plan.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.