Broker Check




New Clients

New Client Resources

You can schedule your first meeting by calling our office at 207-761-4733 or by emailing retire@iisfinancial.com. After you have received confirmation of your meeting, please review the items below that will help you prepare.

Items to bring to your first meeting


Have questions about what to bring? Contact our office before your meeting.

New Client Questionnaire

Preferred method of contact?
Best time to contact
Thank you for your submission! There was a problem with the form submission. Please try again.

Find out Your Risk Level