Welcome to Rall Capital Management

I’m nearing retirement.

Preparing For Retirement

While you can’t believe that retirement is starting to come into focus and that your retirement date is getting closer, you know that you need to make sure that you are doing everything right so the transition into your next life phase is as smooth, and fun, as possible.  You might have questions like:

  • What kind of lifestyle do I want in retirement?
  • How much cash flow do I need for my desired lifestyle?
  • Will my assets provide for this cash flow?
  • What sources of income will I have?
  • Do I want to leave money to my loved ones?
  • Do I need to make changes to my investment portfolio?
  • When should I plan to start taking my Social Security benefits?
  • How will I pay for health care?
  • Should I plan to work in retirement?
  • What will you spend your time doing when you retire?

We have worked with many of our clients as they made the transition from the working world into retirement.  It’s a wonderful feeling to watch them as they move into the next phase of their life with confidence because of our work together.

 

 

Located in Historic Cocoa Village, Rall Capital Management provides financial planning and investment management 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.