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Are you a fiduciary?

Yes, we are a fiduciary 100% of the time. The term "Fiduciary", or acting under a fiduciary standard means that everyone at IIS Financial, including all of our associates, is bound to act in our client's best interests and not place our interests and profit ahead of our clients. It's a duty of care, loyalty, and transparency and is a foundation of trust.

What services do you provide, and what are the costs associated with these services?

View a complete overview of the services we offer. We primarily provide investment management, retirement planning and employer retirement plan services. We are a fee-based advisor meaning that we collect a pre-stated fee for our services. The fee is pre-determined and based on a percentage of assets under management. View our fee structure for individuals and households.

How often would I communicate or meet with my advisor?

As often or as little as you would like. If you are retiring soon, or have other important milestones approaching, we will likely attempt to meet more often.

What makes our client experience unique?

We are a local financial planning firm that focuses on our clients. Since founding in 2013, we've successfully designed and delivered Financial Planning, Employer Retirement Plans, and Investment Management Services. We are a client-focused team of problem solvers who help our clients successfully identify goals and develop, implement, and manage a plan to meet these goals. From the first time you speak with someone at IIS Financial, you'll see that we are more than a website with a call center. Our client's success is a personal endeavor for each of us, and we genuinely enjoy the opportunity to help, guide, and assist.

How can I schedule a meeting with an advisor?

Click here to schedule an initial consultation or call our office at (207) 761-4733. This free initial call will review your current financial status and help us work with you to determine your financial goals and needs.

Who does IIS Financial Services work with?

We primarily work with the following groups:

Keep in mind that all situations are different. If you would like more information, please click on one of the options that suits you under our "Who We Help" section.

Who should I contact for additional questions?

Please refer to our Contact Us page to speak with a member of our servicing team or an advisor for any additional questions, or schedule an initial consultation.

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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