Rall Capital Management

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. 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. Our financial plans 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, and we only work with around 125 client families, not thousands like the big firms.

Our Clients

We work with young professionals, pre-retirees, and retirees. As young professionals, we can help you create a strong foundation for the future, so you can build the life you want. As pre-retirees, we can help you transition into the next phase of your life with confidence, so you can enjoy the fruits of your labor. As retirees, we can help you make the most of your retirement, so you can live the life you've always imagined. We are most proud of the relationships we develop with our clients as they become members of the Rall Capital Management family.

How We Help

At Rall Capital Management, we offer personalized financial planning services. As an independent, fee-only Registered Investment Advisory firm, we don't answer to anyone except you. We don't receive directives from any other companies, we don't sell products, and we don't receive commissions. We have the client-and only the client-in mind. We take the time to get to know you, your financial situation, your goals, and your values, so we can create a customized financial plan that is tailored to your needs. We offer a wide range of services, including retirement planning, investment management, estate planning, insurance planning, tax planning, and lifestyle planning.

Retirement Planning

Retirement planning is a key part of our services. We believe that retirement should be a time of freedom, enjoyment, and fulfillment, not a time of worry and stress. That's why we work with you to create a customized retirement plan that takes into account all of your retirement goals and dreams. We help you determine how much you need to save for retirement, how to invest your retirement savings, how to create a retirement income stream, and how to make the most of your retirement years.

Investment Management

Investment management is another important part of our services. We believe that investing is a lifelong journey, not a one-time event. That's why we work with you to create a customized investment plan that takes into account your risk tolerance, your time horizon, and your financial goals. We use a disciplined and systematic approach to investment management, based on rigorous research and analysis. We offer a wide range of investment options, including individual stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments.

Estate Planning

Estate planning is a critical part of your overall financial plan. It ensures that your assets are distributed according to your wishes, and it minimizes the taxes and expenses associated with the transfer of your assets. We work with you to create a customized estate plan that takes into account your family situation, your assets, and your goals. We help you choose the right estate planning tools, such as wills, trusts, power of attorney, and health care directives. We also help you implement your estate plan, so you can have peace of mind.

Insurance Planning

Insurance planning is an essential part of your overall financial plan. It protects you, your family, and your assets from unexpected events. We work with you to create a customized insurance plan that takes into account your individual needs and circumstances. We help you choose the right insurance products, such as life insurance, disability insurance, long-term care insurance, and home and auto insurance. We also help you implement your insurance plan, so you can have peace of mind.

Tax Planning

Tax planning is an