David Hanson

Managing Partner and Financial Advisor at IIS Financial Services

Financial Advisor at IIS Financial Services in South Portland, ME

About

David Hanson is an independent financial advisor who specializes in helping clients build wealth. With offices in Portland and Augusta, Maine, IIS Financial Services focus is in the areas of Wealth Management, Retirement Planning, Investments and Insurance. Whether you need professional investment advice, a plan to retire financially secure, or help with tax strategies. David and the team at IIS Financial Services can help you or your business. We strive to listen and understand your unique goals when reviewing your financial situation prior to recommending a solution. Our experience in dealing with many different clients either businesses or individuals allows us to provide unique insights into this process. Specialties: - Comprehensive Financial Planning - Employer-Sponsored Retirement Plans - 401(k), 403(b) and 457 plans - College Planning - Retirement Planning (Income & Distribution Analysis) - Estate Planning - Social Security Planning including the Windfall Elimination Provision - Individual and Self Employed Retirement Plans - IRA'S, Sep, Simple and Roth plans - Life and Long Term Care Insurance

Contact
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(207) 761-4733
Address
in South Portland, ME 04106
Info
None specified

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Specialties

  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning

Background

Experience

Managing Partner and Financial Advisor

Education

Hofstra

Disclosure

Securities offered through Investors Capital Corporation, Member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory Services, 6 Kimball Lane, Lynnfield, MA 01940 1-800-949-1422. We are registered to conduct business in Alabama, California, Florida, Illinois, Maine, Massachusetts, New Hampshire, New York, North Carolina, Oklahoma, Pennsylvania, Texas, Vermont, and Virginia