Lisa A. Mahieu, CRPC
One Auston Road Unit A, East Harwich MA 02645
Through Morgan Stanley Smith Barney, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
- Retirement Planning
- Education Planning
- Life Insurance
- Long Term Care Insurance
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
- Fixed Income
- Mutual Funds
- Closed-End Funds
- Unit Investment Trusts
- 529 Plans
- Credit and Lending Services
- Managed Futures (for qualified investors)
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
- Separately Managed Account Programs
- Mutual Fund Advisory Program
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
- Traditional, Roth, Inherited IRAs
- IRA Rollovers
- Roth Conversions
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
- 401(k) Plans
- 403(b) / 457(b) Plans
- SEP, SIMPLE and SAR-SEP Plans
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
- Develop a thorough understanding of your financial goals and objectives
- Review and analyze your current financial situation
- Identify and tailor solutions that can help you meet your individual needs
- Implement your customized strategy, including personalized services and benefits
- Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Highly individualized and committed to helping you achieve financial success
Responsive to changes in your life and in your priorities over time
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us