Life and Income Planning
Provide for the Expected, Prepare for the Unexpected
The Huntington Investment Company works hard to understand your full financial picture — past, present and future — to build a plan with you. Our mission is to help you align your choices with your values, so you feel more comfortable with your decisions and can take action on them.
Our goal is to help you to consider your options as you plan for anticipated events, but also to consider what protections you may need for those occurrences that can hinder your progress. By understanding your goals, we'll be able to help you identify gaps and prioritize needs, help you anticipate and plan for life events, and prepare for those occurrences that can hinder your progress.
We can help you plan for:
- Income needs
- Changes in family status
- Impairment of loved ones
- Life, disability and long-term care
- Handling new wealth and monetary windfalls
- Next-generation or charitable gifting
Where we begin
Tell us your story so we can assist you with both investment and income planning, starting with an assessment of where you are today and where you want to go. Together, we'll:
- Examine short-term, intermediate and long-term goals
- Discuss your risk tolerance and a variety of investment and savings strategies for helping you realize your goals
- Identify gaps and prioritize needs
- Identify strategic investment opportunities and determine action steps
- What might the impairment of a loved one look like
Complete financial solutions
Once your plan is clear, you’ll have access to a broad base of products and services. At Huntington, we believe we are large enough to provide the services you need, yet close enough to deliver them in person.
One Team Working For You
We view the financial planning process as the beginning of a lasting relationship with you. Huntington Bank has been helping people chart their financial futures for nearly 150 years.
You can speak with licensed Investment Representatives at your local Huntington banking office or by calling 1-800-322-4600.
Huntington Investment Company, a registered broker dealer, member FINRA/SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated.
Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.
Investment, Insurance and Trust products are:
NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE