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Our Three-Step Process

Every action that we take is rooted in our data-driven, time-tested process. 

Assess

We carefully analyze your current financial situation, your financial needs, the goals that you want to achieve, and the steps that you may have already taken to reach those goals in order to create your overall financial picture.

Plan

Once we have collected all of the information, our team will develop a financial plan that takes into account your goals and needs and the variety of paths we can take together to achieve them.

Manage

After the strategy has been approved by you and put into action, we will continuously review the implementation to ensure that the plan is still working for you. We will meet annually and make changes as necessary.

Get To Know Us

Get To Know Us

At Brisbois Capital Management, we find purpose for your money. We aren’t only committed to solving problems for your financial or professional accomplishments – we want to be there for all of your personal accomplishments as well. We believe that our success is directly dependent on our clients’ success, and are solely driven by the way that your plan operates in order to achieve the vision you want for your future.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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Meet Our Team

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