Life and Income Planning

Provide for the Expected, Prepare for the Unexpected.

Huntington Financial Advisors work 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

Our goal is to help you consider your options as you plan for anticipated events, including an assessment of 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, anticipate and plan for life events, and prepare for those occurrences that can hinder your progress.

We can help you plan for:

  • Retirement
  • Income needs
  • Education
  • 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
  • Consider 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 our planning process as the beginning of a lasting relationship with you.

Contact Us

We're here for you — online, by phone, or in a branch.

Contact Us

Call Client Services
Monday - Friday 8am-5pm ET

Find a Branch

Find your nearest Huntington Branch

Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).

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.

Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc.