
A Personal Approach
Our team is dedicated to providing personalized solutions tailored to the unique needs of our community. We believe in building strong relationships with the great people we serve by ensuring that each individual gets the attention and support they deserve. With expertise and commitment, we strive to empower you to achieve your financial goals and enhance your well-being. Together, we can navigate the landscape and create a future for everyone.
Building Relationships
We prioritize building strong relationships with our clients to better understand their needs. We believe that trust and open communication are essential in fostering mutually beneficial relationships with our clients.
Fostering Trust
We prioritize fostering trust with our clients as a cornerstone of our practice. We believe that transparency, integrity, and reliability are fundamental to establishing and maintaining trust in all our financial relationships.
Giving Personalized Solutions
We are committed to providing solutions tailored to each client's unique financial situation and goals. We believe that customized strategies are essential to helping our clients achieve their individual financial objectives.
We're Committed To
Popular Services


Services that serve any stage of life.
01
IRA & 401(k) Plans
An IRA provides tax benefits for the investments you choose as you save toward retirement. A 401k functions similarly, but is sponsored by an employer.
03
Retirement Plans
Retirement planning helps you define your goals and begin taking steps now to be prepared for the future.
02
Mutual Funds
Mutual funds are groups of funds that cater to an investor’s particular needs. A fund can focus on a specific sector, a certain risk tolerance, or a variety of considerations.
04
Insurance
Insurance provides you with a safety net in the case of unforeseen circumstances.

All of the staff at Lake Huron Financial have been great to work with. They explain all of your options in detail and are willing to answer all of your questions. Dale, Alex, and Laurel walk you through every step of investing. I will continue to recommend them to my family and friends!
Mary C.

Let's Discuss
Your Future
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1165 N. Van Dyke Rd. Bad Axe, MI 48413
989-269-7062