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Financial Planning for State Employees

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

IIS Financial Services as a team has more than 35 years of experience helping State, County and Municipality employees make informed decisions about their personal finances and retirement planning options. 

Each employee has a different set of retirement benefits based on date of hire, years of service, type of employment & employer and if social security earnings are affected by the windfall elimination provision. We have counseled thousands of Public Sector employees to better understand and help manage their retirement benefits which include choosing a pension benefit option, reviewing the windfall elimination provision and supplementing your pension and social security.

“Our intimate knowledge of the Maine PERS Retirement Systems and available 403(b)/457 options allows us to help our clients make informed financial choices and develop effective strategies as they plan their retirements.”

History and Programs

IIS Financial Services has been conducting Retirement Workshops for Public Sector Employees for over 12 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 to provide education for your group.

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 [email protected] or call us at 207-761-4733.