Life & Income Planning
Customized Financial Strategies to Achieve Your Goals
Our approach to wealth management is personal. By understanding your concerns and goals, we can bring the broad expertise of Huntington Private BankSM to you.
We want to understand your full financial picture—past, present and future—and build a comprehensive plan with you. We have tools and processes that help you align your choices with your values, so you feel more comfortable with your decisions and can take action on them.
By understanding your goals, we'll be able to help you identify gaps and prioritize needs. We help you anticipate and plan for the expected events in life and prepare for those occurrences that can hinder your progress.
- Examine short-term, intermediate and long-term goals
- Discuss your risk tolerance and a variety of investment and savings strategies to help you realize your goals
- Identify gaps and prioritize needs
- Identify and recommend strategic investment opportunities and determine action steps
We’ll take what we learn, and we’ll engage a team of specialists from across the Huntington Private BankSM — in private banking, investments1, insurance2, trust and other disciplines — to create a strategy delivered through a single individual who knows you. We view this process as the beginning of a lasting relationship with you. We’ve been helping people chart their financial futures for nearly 150 years.
We’ll create a plan that considers opportunities for:
- Investment management1
- Retirement and tax planning
- Executive compensation planning
- Stock option planning
- Business succession planning
- Trusts, estate administration and settlements
- Philanthropic planning
- Generational wealth transfer
Complete financial solutions all with one team.
Once your plan is clear, you’ll have access to a broad base of products and services that come with being part of a bank holding company with over $66 billion in assets. At Huntington, we believe we are large enough to provide all the services you need, yet close enough to deliver them in person.
|Just a few of the planning questions we can help answer:|
|Am I doing enough for retirement? Will I outlive my assets?|
|Does my current financial provider have an approach to income planning that aligns with my changing goals?|
|Should I be planning for long-term care and other events that could derail me financially?|
1Huntington 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.
2Insurance products are offered by Huntington Insurance, a subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliate with Huntington Insurance.
3Trust 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.
Huntington Private BankSM is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offers securities and investment advisory services. Huntington Private BankSM is a service mark 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
Still Have Questions?
If you can’t find what you’re looking for, let us know. We’re ready to help in person, online or on the phone.