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 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.

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
  • Impairment of loved ones

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 all the services you need, yet close enough to deliver them in person.

Investment products are:

NOT A DEPOSIT NOT FDIC-INSURED NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE

Huntington investment products are offered through The Huntington Investment Company, Registered Investment Advisor, member FINRA/SIPC and a wholly-owned subsidiary of Huntington Bancshares Incorporated. Brokerage accounts are maintained through National Financial Services, LLC.

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 more than 140 years.

You can speak with licensed Investment Representative at your local Huntington banking office or by calling 1-800-322-4600.