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Financial Planning for Teachers and School District Employees in Maine

IIS Financial Services provides independent financial guidance and strategies to employees of public school districts such as Teachers, Administrators, and their families throughout Maine.

We work with educators in higher education as well as the K–12 environment and have counseled hundreds of school district employees to better understand and help manage their retirement benefits.

“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

David Hanson a Registered Representative with IIS Financial Services has been conducting Retirement Workshops for Public Sector Employees such as Teachers for 10 plus years. The workshops provide an opportunity for school district employees such as educators and administrators to learn about many of the concepts that can be used in preparing for retirement. 

If you or a group would like to learn more about the ongoing workshops we conduct on a variety of educator relevant topics, please email us at [email protected] or call us at 207-761-4733.

IIS Financial Services of South Portland and Augusta, Maine has more than 30 years of experience helping Teachers and School District employees with retirement.

As fiduciaries for Public Sector Employees and Teachers in Maine.  We have a vast knowledge of your Retirement Plan options through the Maine PERS Pension benefits that you will receive as a Maine State Retiree. 

Part of our Financial Planning process is to walk you through your Maine PERS and or Social Security income option's (discuss what the Windfall means for you and your spouse if applicable) and see how much you may need to supplement your benefits and keep up with inflation in retirement. Each person's and or family's financial situation is different so going through each benefit option will allow you to make the right decision.