Plan for Retirement

Understanding your vision of the future is key. We can shape the plan to help get you there.

We understand that no matter what your current stage in life, today's financial decisions should include a view of your retirement plan. Together we can address:

  • Increasing costs of healthcare
  • Long-term care
  • Planning for active lifestyle
  • Travel
  • Enjoying retirement
Retirement Planning

Just Starting Out

Retirement may feel like a lifetime away, giving you plenty of time to create a plan that prepares you early, so you can enjoy things later. Now is the time to consider your short·term, intermediate, and long-term goals.


Nearing Retirement

The groundwork is set, the finish line is in sight, and you're ready for the next step in your wealth journey. Let's take this time to identify any gaps in your wealth strategy and prioritize your needs for a simple transition into retirement.


Retired

You're ready for some rest and relaxation. What's on the agenda? Travel? Downsizing your home? New hobbies? Take a moment to see how retirement will affect your expenses, so you can have a carefree retirement and enjoy the things you have planned.

Solutions and professionals at every step of your wealth journey.

We look out for you in ways that help manage your wealth effectively, efficiently, and strategically. See how our personalized investment and exclusive banking benefits can help you grow your wealth.

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Financial & Retirement Planning

We help affluent families make informed decisions at critical planning moments so that your family and loved ones can thrive.

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Insurance Services

We help you effectively manage risk so that you can protect your greatest assets.

Investment and Insurance Products: Are Not a Deposit • Are Not FDIC Insured • Are Not Bank Guaranteed • Not Insured By Any Federal Government Agency • May Lose Value

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Trusts & Estates

Our team is experienced in identifying and managing risk, offering an array of products. We start with listening to what's important to you.

Latest Insights

With 15 Years to Go, It's Time for a Retirement Reality Check

Only a careful analysis of your financial situation will show whether your savings plan is on track.

Read More

Translate Good Times Now Into a Better Retirement
Translate Good Times Now into a Better Retirement

When your income increases, taxes and other expenses may also rise, affecting your future financial goals in unexpected ways.

Read More

Private Bank Insights

Trends, insights, and guidance to help protect and grow your personal wealth, investments, business interests, and more.

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Banking & Investing News

When it comes to making sound financial decisions, it’s important to take current financial events into account. Find recent and relevant financial updates and opinions here.

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Contact Us

We're here for you and your business.
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Find a Private Bank Office

Find your nearest office today.

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Speak with Us

Daily 7:00 a.m. to 7:00 p.m. ET

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Ask us Online

You have a few ways to get help.

Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE

The Huntington National Bank (“Huntington Bank”) offers a full range of wealth management and financial services through dedicated teams of professionals within the Huntington Private Bank® and Huntington Financial Advisors® as follows:

  • Banking solutions, including loans and deposit accounts, are provided by Huntington Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by Huntington Bank, a national bank with fiduciary powers.
  • Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®, a financial advisory practice of Ameriprise Financial Services, LLC (“Ameriprise”). Huntington Financial Advisors® is the trade name of the investment program offered through Huntington Bank. Certain employees of Huntington Bank provide investment advisory, brokerage, and insurance services, offered by and through Ameriprise in their capacity as registered representatives of Ameriprise. Ameriprise is a registered investment adviser and broker-dealer member of FINRA and SIPC. Ameriprise is not affiliated with Huntington Bank, Huntington Insurance, Inc., or Huntington Bancshares Incorporated. Ameriprise and Huntington Bank partner to provide financial planning services and solutions to clients. Huntington Bank is not an investment client of Ameriprise; however, it receives revenue sharing payments from Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated and is used under license.

Huntington Bank and Huntington Insurance, Inc. are wholly-owned subsidiaries of Huntington Bancshares Incorporated.

Minimum investment or deposit balance criteria apply with respect to the Huntington Private Bank. Please contact a Huntington Private Bank colleague for more information on eligibility requirements.