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What We Can Do For You

What We Can Do For You

As financial professionals, we want you to know that you can count on us in all circumstances – in the good and the bad times – to protect your assets in a volatile market. We know that sometimes change can also bring hesitancy, but with an experienced and trusted advisor by your side, it will be much easier to embrace change and make it work in your favor. Our firm specializes in a variety of financial services, including services in the areas of integrated tax planning and preparation, financial planning, investment management, and insurance and protection strategies.

We offer personalized, hands-on service and educate our clients about financial concepts and products. Brisbois Capital Management strives to take the mystery out of investing, insurance, estate conservation, and preserving wealth. Our team understands the many challenges of planning for your financial future, and we know that the biggest concern for many is outliving their money. We focus on money management and other issues that are critical to your financial well being. Please browse the complete list of services that we offer below to learn more about how we can help.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Tax Management

Investment Management

Retirement Strategies

Estate Conservation

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Please feel free to browse the rest of the site to learn more about us and what we stand for. If you feel that you would like to set up a discovery meeting to get started on planning for your financial future, you can contact us and rest assured that we will respond as soon as we can. We look forward to meeting you!

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