IIS Financial Services is an independent financial planning firm with offices in Portland and Augusta, Maine. We help individuals, family's and employers with Maine connections pursue their financial and retirement planning goals across the State of Maine and country. Whether your'e just starting out 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.
The team at IIS Financial Services 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 out as an independent insurance agency called Innovative Insurance Solutions by servicing the retirement plan needs of Public Sector employees of municipalities , school districts and the state. 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.
Starting in 2013 and years after, David and Carl recognized that the financial planning profession was rapidly becoming more complicated and their growing clientele were becoming more sophisticated. New financial planning technology was implemented with a new fee structure that includes a fee for service option, offered to clients who don't want there assets managed but still would like advice. During this period the team at IIS Financial prepared for the future by organizing areas of specialties within the firm. These areas included services such as:
- Financial and Retirement Planning for individuals and families
- Insurance (Disability, Life and Long Term Care)
- Employer Retirement Plans (401(k), 403(b) and 457)
*David Hanson is a registered representative offering securities through Cetera Advisors LLC, member FINRA/SIPC.
*Carl Hanson is an investment advisor representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.