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South Portland Office

707 Sable Oaks Drive

Suite 203
South Portland, ME 04106

Financial Planning for Municipality & County Employees

IIS Financial Services provides independent financial guidance and strategies for Public Sector employees and their families throughout Maine and Northern New England.

Our team at IIS Financial Services in Augusta and Portland, Maine have a combined 30 plus years helping State, County and Municipal employees prepare for a financially secure retirement. We help employees make sound, informed decisions about their personal finances.

IIS Financial has counseled thousands of Public Sector employees with understanding their retirement benefits. Each employee has a different set of retirement benefits based on date of hire, years of service, type of employment & employer. The choices and benefits include:
  • When to claim Social Security Benefits
  • Choosing a Maine PERS Pension option
  • Will you be affected by the Windfall Elimination Provision or Government Pension Offset
  • How much retirement income will you need to keep up with inflation

History and Programs

IIS Financial Services has been conducting Retirement Workshops with Public Sector Employees for over 10 years. The workshops provide an opportunity for employees to learn about many of the concepts that can be used in planning for retirement. We would be happy to come to your location and provide education for your group.

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

If you or a group would like to learn more about the ongoing workshops we conduct on a variety of retirement and financial planning topics, please email us at retire@iisfinancial.com or call us at 207-761-4733.

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