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Welcome to
Rall Capital Management
Our family helping your family receive a better return on life
At Rall Capital Management, our focus is relationships. We are a family owned-and-operated firm working to serve other families so that they can achieve not just a return on their investments, but a better return on life.
We know that true financial success isn’t about the number in your bank account but about using your money to help you achieve what you want in life. That is why we provide fee-only financial planning and investment management that is personalized to your goals.
Located on Florida’s Space Coast, we provide services for clients in Cocoa, Cocoa Beach, Merritt Island, Melbourne, Melbourne Beach, Rockledge, Satellite Beach, Indian Harbour Beach, Titusville, Indialantic, Cape Canaveral, and the surrounding communities of Central Florida.
How Do You Picture The Rest of Your Life?
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What Financial Decisions Will You Need To Make Along the Way? We Can Help!
We like to tell our new clients: “When we work together there won’t be anyone in the world, who doesn’t share your last name, who will care more about your success than we do.”
As an independent, fee-only advisory firm, we don’t answer to anyone but you. When we work with you, we will serve as your financial advocate and fiduciary, always putting your interests first in everything we do for you.
Your financial plan will pull together all the areas of your life so that you can see where you are more clearly and make informed decisions about where you want to go.
We are not a fit for everybody. We only have 125 or so client families that we work with, not thousands like the big firms.
We only work with clients for whom we can have a major impact. Some of the people we work with include:
Young Professionals
Pre-Retirees
Retirees