Financial Planning for Teachers in Maine

IIS Financial Services has more than 30 years of combined experience providing independent financial guidance to employees of public-school districts in Maine. We understand the unique circumstances faced by school system employees, and we aim to help you better understand and manage your retirement benefits.

As advisors, part of our financial planning process is to assist in navigating through your MainePERS and/or Social Security income options. As part of a comprehensive financial plan, this exercise will allow you to see how you’ll need to supplement your retirement income to ensure you’re able to achieve your goals in your golden years.

We understand that everyone's financial situation is different. By going through each benefit option – one by one – we want you to feel comfortable knowing you’re making the decision that is best for you and your loved ones.

"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 retirement."

History and Programs

In 2009, David Hanson of IIS Financial Services, started conducting Retirement Workshops for Public School District Employees throughout Maine. These workshops provide an opportunity for employees to learn about the many options and concepts that can be used as a Public Sector Employee 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 retire@iisfinancial.com or call us at 207-761-4733.

For More Information

• What is a 403(b) Plan?
• Retirement Questions for Educators
• Can I avoid Social Security's Windfall Elimination Provision?
• What you need to know about retirement as a Maine Educator
• Do you pay into Maine PERS and not pay Social Security taxes?
• How Much Should You Be Saving With Your 403(b)? - See Calculator