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Financial Planning for Teachers and School District Employees

Our team has more than 25 years of experience helping the employees of school districts make sound, informed decisions about their personal finances.

IIS Financial Services provides independent financial guidance and strategies to employees of public school districts such as Teachers, Administrators, and their families throughout Maine.

We work with educators in higher education as well as the K–12 environment and have counseled hundreds of school district employees to better understand and help manage their retirement benefits.

“Our intimate knowledge of the Maine PERS Retirement Systems and available 403(b)/457 options allows us to help our clients make informed financial choices and develop effective strategies as they plan their retirements.”

History and Programs

David Hanson of IIS Financial Services has been conducting Retirement Workshops for School District Employees for over 8 years. The workshops provide an opportunity for educators and administrators of the districts to learn about many of the concepts that can be used in planning for retirement. We would be happy to come to your location to provide education to your group.

If you or a group would like to learn more about the ongoing workshops we conduct on a variety of educator relevant topics, please email us at or call us at 207-761-4733.