South Portland Office
707 Sable Oaks Drive
FINANCIAL PLANNING: We will design a 6 step comprehensive financial plan (found below) that evaluates your current financial situation by analyzing your income and expenditures to identify how you will pay the bills each month, save for retirement, and pursue your financial goals.
INVESTMENT MANAGEMENT: Our investment allocation and financial planning strategies start with a process once we have determined your objectives. The process at IIS Financial provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
RETIREMENT PLANNING & EMPLOYER PLANS: We work with individuals, small businesses, nonprofits, public schools, municipalities, and state employees. Each client that works with us receives a needs assessment, analysis of their existing plan in place, cost savings recommendations, ongoing plan and participant services, education, and communication. Our comprehensive, full-service approach helps you meet your fiduciary obligations and provide exceptional Defined Contribution retirement programs. Learn More about our Employer Retirement Plan Services
INSURANCE: We help you identify any risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Part of that process is to design a life-long plan which may include life insurance, long-term care insurance or disability insurance.
Employee Benefits and Risk Management: Finding the right team to succeed company founders and maximizing value for a life of work requires forethought and a deep exploration of all the options. We assist small businesses or professional service companies on risk management options and manage requests for proposals for life and disability insurance plans. Learn More