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Financial Planning for Teachers and School District Employees in Maine

IIS Financial Services of South Portland and Augusta, Maine has more than 30 years of experience helping Teachers and School District employees plan for retirement.

As Financial Advisor's for Public Sector Employees and Teachers in Maine.  We have a vast knowledge of your Retirement Income options through Maine PERS and your benefits as a Maine State Retiree.  Part of our Financial Planning process is to walk you through your Maine PERS and or Social Security income option's (discuss what the Windfall means for you and your spouse if applicable) so you can make a sound informed decision.

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.