Financial Planning for State Employees
Pine Harbor provides independent financial guidance and strategies for Public Sector employees and their families throughout Maine and Northern New England. As a team, we have more than 30 years of combined experience helping State, County and Municipality employees make informed decisions about their personal finances and retirement planning options.
Each employee has a different set of retirement benefits based on date of hire, years of service, type of employment & employer. The team at Pine Harbor has counseled thousands of Public Sector employees, helping them manage their retirement benefits, including choosing a pension benefit options, determining the age at which to claim social security, or helping them with tax-efficient withdrawals from their investment and retirement accounts.
“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
Pine Harbor, previously IIS Financial Services, has been providing retirement planning workshops for Teachers, State, County, and Municipal employees for more than 30 years. These workshops give employees the opportunity to gain valuable education and practical strategies to help them prepare for retirement. Our team is available to come to your location and provide this important resource to your group.
If you or a group would like to learn more about the ongoing workshops we conduct on a variety of retirement and financial planning topics, please email us or call us at 207-761-4733.
Our Approach
We will work closely with you, making sure that you understand and are comfortable with your decisions.
Our Team
Our team of diligent advisors and support staff will guide you from start to finish while you pursue your goals.
Contact Us
Take the first step toward a financial plan that’s personal, practical, and built around what matters most to you.