IIS Financial Services

IIS Financial is a team of dedicated professionals committed to guiding individuals and families towards secure and prosperous financial futures. Based in South Portland, Maine, we have built our reputation on a foundation of trust, personalized service, and a commitment to helping our clients achieve their unique financial goals. We believe that everyone deserves access to comprehensive financial planning, regardless of their age, income, or experience.

Our Pillars of Service

Our six-step financial planning process is tailored to fit each client's individual needs and aspirations. It begins with a thorough understanding of your current financial situation, your short-term and long-term goals, your risk tolerance, and your overall financial values. From there, we develop a comprehensive plan encompassing a range of financial strategies, including retirement planning, investment management, estate planning, tax planning, and insurance analysis.

We understand that financial planning is not a one-size-fits-all endeavor; it's a deeply personal journey. That's why we work closely with our clients, providing ongoing support, guidance, and education throughout the process. We believe in open and transparent communication, ensuring you fully understand the rationale behind our recommendations and are comfortable with every step we take.

Dedicated to Your Future Success

Our team consists of experienced and qualified financial professionals who are passionate about helping individuals and families achieve their financial dreams. We stay abreast of the latest market trends, economic developments, and regulatory changes to ensure our advice is always relevant, insightful, and in your best interest.

Whether you are a young professional just starting your career, a growing family planning for the future, or a retiree seeking to preserve your hard-earned wealth, we have the expertise and dedication to guide you every step of the way. We are committed to building long-lasting relationships with our clients, based on trust, respect, and a shared commitment to financial well-being.

Helping You Navigate Life's Transitions

We recognize that life is full of transitions, each presenting unique financial challenges and opportunities. Whether it's the birth of a child, a career change, a marital event, or approaching retirement, we are here to help you navigate these milestones with confidence and clarity. We will work collaboratively to adapt your financial plan as your circumstances evolve, ensuring it remains aligned with your ever-changing goals and aspirations.