IIS Financial Services Financial Planning Blog provides insightful information for our clients about popular investment and retirement topics. Catch-up on our latest discussions. Use our free risk analysis quiz to discover your tolerance level. Knowing and understanding your risk tolerance is important when making investment decisions - it also helps you and your advisor build a long-term investment plan that you can easily follow.
Want to review your results with an advisor or make sure your risk level aligns with your investments? Schedule a Consultation! Our priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Want to review your results with an advisor or make sure your risk level aligns with your investments? Schedule a Consultation! Our priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Services
IIS Financial Services is an independent financial planning firm with offices in Portland and Augusta, Maine. We help individuals, families, and employers with Maine connections pursue their financial and retirement planning goals across the State of Maine and country.
Whether you're just starting out or nearing retirement, our goal is to help you grow your assets using comprehensive financial planning strategies that encompass your needs, values, and risk tolerance.Our team at IIS Financial Services will work closely with you every step of the way, making sure that you understand and are comfortable with your decisions.
Whether you're just starting out or nearing retirement, our goal is to help you grow your assets using comprehensive financial planning strategies that encompass your needs, values, and risk tolerance.Our team at IIS Financial Services will work closely with you every step of the way, making sure that you understand and are comfortable with your decisions.
Together, we will design a 6-step comprehensive financial plan that evaluates your current financial situation. Step-by-step, we analyze your income and expenditures to identify how you will pay the bills each month, save for retirement, and pursue your financial goals. Gather all of your financial information, and it will allow us to ascertain both your short-term and long-term goals and needs.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
At IIS Financial Services, our people are the firm's strongest asset. If hard work, passion, and commitment to client service define your growing career, we want to hear from you. We are looking for exceptionally talented, experienced, and motivated colleagues who thrive on excellence in helping our clients solve their financial challenges and meet their personal goals.
At IIS Financial Services, we serve and support retirement plan sponsors throughout Maine and Northern New England. We help by delivering the resources that HR and financial teams need to navigate the complex world of retirement plan administration and oversight.
We have experience with dozens of record keepers, hundreds of employee benefits professionals, and thousands of retirement plan participants - experience that helps us develop customized plan design, service, investment review, and education programs for each employer.Our experience has taught us what works and what doesn't.
We have experience with dozens of record keepers, hundreds of employee benefits professionals, and thousands of retirement plan participants - experience that helps us develop customized plan design, service, investment review, and education programs for each employer.Our experience has taught us what works and what doesn't.
Reviews (10)
Renee Russell
Jan 29, 2022
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Darryl Peary
Jan 08, 2022
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Carolyn Burke
Jan 05, 2022
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Janet Mclaughlin
Jan 02, 2022
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David is thorough and informed me of steps needed moving forward regarding the pending sale of my home. Easy to get on the Zoom call which I also needed my daughter on the line for as I am out of the area and will need her to help with the house sale, too. I feel confident the process after selling the home, should it sell, will be smooth with Davids guidance and direction.
Richard Morton
Jan 01, 2022
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Dennis Gillespie
Dec 17, 2021
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Dino Stavros
Oct 28, 2021
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Kevin Doran
Oct 04, 2021
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Lauren Doran
Sep 22, 2021
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Joyce Nadeau
Aug 22, 2021
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