Our Services

At Clifford & Rano Associates, Inc., our knowledgeable financial advisors understand the importance of helping each client along every step of life’s journey. Through Lincoln Investment, our financial advisors are equipped to offer products and services including planning services, mutual funds, annuities, insurance, risk management and retirement plans, all of which aim to help clients build and manage wealth at each step of the journey.

Retirement Planning

Our advisors can help you navigate the various retirement plan options available to you, whether the plan is through your employer or on your own. 

Risk Management

Because of the inherent risk of investing, it is important to adhere to an investment strategy that seeks to minimize the risk at your expected level of return. Your financial advisor has access to professional asset managers with the experience and resources to develop the investment strategies and portfolios that can help you manage risk and achieve your financial goals.

Mutual Funds

While the selection of the proper investment choices can often be overwhelming, guidance from our financial advisors can help ensure your investment portfolio suits your unique needs.

Individual Securities

Clients of Clifford & Rano can buy and sell individual securities — including common and preferred stocks; corporate, government and municipal bonds; exchange-traded funds; and money market funds — that are sold on major exchanges and in the over-the-counter market.

Annuities

Our financial advisors are able to offer a selection of fixed or variable annuity investments, which not only allow you to accumulate wealth, but also help protect your earnings from current taxation.

Insurance

The uses of insurance are far-reaching — from protecting your loved ones and preserving your estate to providing an income stream in the event of a long-term disability — your financial advisor can teach you how to protect the people and items you value most.

Planning Services