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At IIS Financial Services, Each Client Has A Unique Story.

Discover how we've helped our clients succeed with our proven case studies. See the results for yourself and learn how we can help you.


What If I Don't Want To Stop Working?


MATT AND JESSICA

Matt and Jessica are in their early 50s. They don't have a set retirement date. Not because they can't retire, but because they're not sure when (or if) they want to stop working. Matt is a state employee and Jessica is a respected physician. They both enjoy their careers - their work adds value and meaning to their lives...


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Creating A Retirement Plan


SUSAN

After accumulating wealth throughout the years as an executive with a large company, Susan began thinking about retirement. She currently holds a variety of investment accounts, including 401(k)s from her employers, stock options, an ESPP, and multiple brokerage accounts. She has three adult children...


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Young Family - Overwhelmed By Decisions

NATE AND KRISTIN

Nate and Kristin are in their mid-40s. They have a young family that is growing up fast. With many competing priorities, knowing how to balance their goals and objectives is difficult. Do they have an adequate emergency fund? How much should they save in Nate's 401(k) for retirement? What's the best way...


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Will I Run Out Of Money In Retirement?

BILL AND NANCY

Nancy and Bill recently retired from rewarding careers and have lots of plans for the future. They want to ensure that their retirement plan not only enables the lifestyle they have envisioned in retirement but that they have a plan to make sure they never run out of money...

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What If My Small Business Outgrows Its SIMPLE IRA?

SMALL GROWING BUSINESS

After having increased its number of employees, a local small business was quickly outgrowing its SIMPLE IRA plan. Recognizing the need for improvement, we recommended transitioning from the SIMPLE plan to a 401(k) plan...


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How We Work With Employer Plans

FOUR DIFFERENT STORIES

Our ideal employer plan clients believe their employees are their most valuable assets. They understand their own clients are best served when employees are empowered, inspired, and appreciated. Living this belief fuels our certainty that the depth and quality of relationships with those who help manage your benefits are critical to our business success. Our team is uniquely suited to work with you to achieve your goals. Check out some of our results below:


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