IIS Financial Services
Financial and Retirement Planning
The cornerstone of IIS Financial Services is financial planning for young professionals starting out, families of public sector employees, small business owners and preparing individuals for retirement. Whether you are just starting out, building and growing wealth, or nearing retirement, our goal is to help you grow your assets using comprehensive financial planning strategies that encompass your needs, values, and risk tolerance.
IIS Financial Services is not captive and is free to find the right coverage and investments to meet your needs. The team at IIS Financial will work closely with you every step of the way, making sure that you understand and are comfortable with your decisions.We are committed to helping you understand your financial situation and providing you with a high-quality, detailed financial plan. Our objective is to help you pursue your financial goals by simplifying the process while working closely with you to make sure you are on track to reach them.
Our Pledge to You: Trust, Respect, Integrity
You can trust IIS Financial Services to always be there when you need us, answering your questions and working with you in pursuit of your goals. Since service is all that we sell, you can count on us to:
- Treat you with respect, honesty, and integrity
- Work as your financial advisor, always putting your interests first
- Educate you to ensure that you are comfortable with each of our recommendations
- Strive to exceed your expectations at every level of the relationship
In 1994, IIS Financial Services started as an independent insurance agency called Innovative Insurance Solutions by servicing the retirement plan needs of employees of municipalities and school districts. During the 2008 financial crisis and the three years following, the office recognized an emerging trend toward multi-dimensional planning. Thus began the journey toward developing the experience and credentials to advise clients in all areas of financial planning to include investments, insurance and retirement planning.
In 2006 and 2009 respectively, brothers David Hanson and Carl Hanson joined the office and began leading the transition away from representing manufacturers of financial products by creating an independently managed investment and financial planning firm representing the client. The firm changed its name in 2011 to IIS Financial Services to reflect the broadened comprehensive financial planning approach they offer to clients.
In 2012, David and Carl recognized that the financial planning profession was rapidly becoming more complicated and their growing clientele were becoming more sophisticated. Subsequently, they prepared for the future by organizing areas of specialties within the firm implementing new technology, providing fee for service financial planning strategies, as well as expanding their office space in Portland and Augusta, Maine.