Fixed Income Services: Reliable Strategies for Financial Stability

Having a reliable income is important to help maintain your lifestyle and meet your financial goals. At Wilmarth Private Wealth Management of Raymond James, we offer fixed income services designed to meet your needs and give you a strong financial foundation.

How Do I Generate Income?

A steady income is key to feeling secure about your finances, especially in retirement. Our fixed income services focus on helping provide stability by offering investments like bonds and annuities that deliver predictable returns. These returns help cover everyday expenses and help plan to have the financial resources you need. Additionally, we design personalized solutions tailored to your specific financial goals, whether you are planning for retirement or working toward other objectives.

What types of fixed income investments are available?

Fixed income investments include government bonds, municipal bonds, corporate bonds, and income-focused mutual funds. We help you pick the best options for your goals and risk tolerance.

Fixed income investments can also help protect you during uncertain times. By adding investments that offer more stable returns, you can reduce stress about the ups and downs of the market. Our team works to make sure your income plan matches your lifestyle and goals, giving you reassurance.

How can I preserve my wealth?

Keeping your wealth safe is as important as growing it. Our fixed income services help manage risks like inflation and market changes by diversifying your portfolio with quality investments. This diversification helps protect your principal by focusing on safer investment options, so that your money remains intact while still generating steady income.

Preserving wealth is more than just avoiding losses—it’s about building a legacy. Whether you want to pass your wealth to loved ones or support causes you care about, we create plans that fit your bigger goals. This helps you stay in control of your financial future.

Why is diversification important in a fixed income strategy?

Diversification spreads out risk, with the goal that one under performing investment doesn’t affect your overall returns. This creates a more stable portfolio.

Diversification also helps you with specific goals, like paying for education, buying a home, or planning for long-term care. By spreading investments across different fixed income options, we create a plan that helps support your unique needs.

How can I pick the right investment options for fixed income?

With so many fixed income options, it can be hard to know where to start. Our fixed income services simplify the process by conducting thorough research. We analyze market trends, interest rates, and credit quality to identify the best investments for you. Additionally, we provide clear guidance to help you understand your options and make informed decisions that align with your goals.

How do you select the best fixed income investments for me?

We look at your goals, risk tolerance, and timeline to recommend the right mix of investments for you.

Picking the right investments isn’t just about returns—it’s about building a plan that grows with your needs. Our process monitors your fixed income portfolio helping it stay reliable over time.

Delivering Quality Service with Trusted Strategies

At Wilmarth Private Wealth Management of Raymond James, we pride ourselves on offering time tested strategies for fixed income investing. We design custom fixed income plans tailored to your unique needs, leveraging our expertise to help navigate the fixed income market effectively. With years of experience, our team provides ongoing support to monitor your portfolio and make adjustments as needed to stay aligned with your goals. We all know life throws curve balls, and we remain flexible and nimble allowing us to take advantage of opportunities as they arise.

Can fixed income investments protect against inflation?

Yes, some fixed income options, like Treasury Inflation-Protected Securities (TIPS), are designed to keep up with inflation and help protect your buying power.

We go beyond investment advice by taking the time to understand your full financial circumstance. From simplifying choices to offering clear guidance, we’re here to support your success every step of the way.

Start Towards Securing Your Financial Future Today

Fixed income investments offer lower volatility in an unpredictable market. Whether you’re planning for retirement, protecting wealth, or diversifying your portfolio, Wilmarth Private Wealth Management is ready to help. Contact us today to schedule a consultation and learn how our fixed income services can support your goals.

Building a steady income starts with the right partner. Trust Wilmarth Private Wealth Management of Raymond James to guide you through fixed income investing and create solutions that take into consideration your needs for today and your future goals.

Raymond James and its advisors do not offer tax or legal services. You should discuss any tax or legal matter with the appropriate professional.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected including diversification and asset allocation.

Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise. Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Municipal bond interest is not subject to federal income tax but may be subject to AMT, state or local taxes.