Welcome to Lake Huron Financial

Everyone working for Lake Huron Financial has one thing in mind: helping you meet your goals. This means that our advisors are working for only one person: YOU. You are the only one who knows your goals, inside and out. The team at Lake Huron Financial is here to provide superior service and thoughtful advice as you plan your future. The experience, resources, and individual attention you will find can put you on the path to success. If you are looking for an advisory firm that understands what it means to be unique, we are here to serve YOU.

Dedicated to Your Success

IRAs & 401k

An IRA (Individual Retirement Account) provides tax benefits for the investments you choose as you save toward retirement. A 401k functions similarly, but is sponsored by an employer.

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.

Retirement Planning

Retirement planning helps you define your goals and begin taking steps now to be prepared for the future.

Other Services

Stocks

Stocks allow you to invest in a company by purchasing a small amount of equity in a corporation. Your share value rises and falls with the company’s gains and losses.

Bonds

A bond is a loan to the government or a corporation at an interest rate over the duration of the loan.

ETFs

ETFs are a more liquid alternative to mutual funds. They are also more tax-efficient than mutual funds when used in taxable accounts.

Lake Huron financial money graph on phone

Annuities

Annuities are insurance products structured to provide regular payouts during retirement

529 College Plans

A 529 plan allows you to take advantage of tax benefits as you save for future qualified education expenses.

Insurance

Insurance provides you with a safety net in the case of unforeseen circumstances.

Have questions in mind? Let us help you.

    Meet our Team

    Schedule an appointment or simply contact one of our advisors to get started

    Dale Yoder

    Dale Yoder

    Financial Advisor

    Dale founded Lake Huron Financial in 2010 and has been a fully licensed financial advisor since 2006. He has overseen the substantial growth of the business, bringing in other advisors and support staff who share his vision. He is heavily involved in his local community, both through church and civic organizations. Born and raised in the Thumb, Dale and his wife, Phyllis, live near Bay Port and are parents to four grown children.

    Adam Chambers

    Adam Chambers

    Financial Advisor

    Adam started his career as a Financial Advisor in 2010. A year later he married his wife, Korey, who was also passionate about financial peace. They coordinated Financial Peace University classes together, which eventually led to Adam becoming a Dave Ramsey SmartVestor Pro. Adam and Korey spend their free time serving at Radiant Church Bay City, traveling, or (most often) chasing their three young children; Elliana, Ariah and James. Add in their two dogs, Oliver and Lula and it’s safe to say there is never a dull moment in the Chambers home!

    Julie Foltz

    Julie Foltz

    Registered Assistant

    Julie Foltz has worked in the financial industry since 2007 providing superior service and a friendly face to clients entering the office.  As a registered assistant who has earned her securities registrations S7 and S63, Julie is able to take care of day to day operations in the office.
    Julie and her husband, Garry, live near Pigeon and are the parents of two grown children.

    Ashley Block

    Ashley Block

    Administrative Assistant

    Ashley has been with the LHF family since 2017. She supports the day-to-day operations around the office. Ashley used to lived out east working for a non-profit where she honed her skills in setting and smashing new goals, and being a force for positive change, growth and connection, all of which she has brought with her to her current position. Outside of the office, you can find Ashley sipping coffee and snuggled up with her two sweet girls and their mischievous cat, Oliver.

    SmartVestor Pro

    Adam Chambers

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    SmartVestor Pros have a client first mentality

    SmartVestor Pros are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they can shop around to help you pursue your goals.

    SmartVestor Pros focus on the long term

    Like Dave Ramsey, SmartVestor Pros believe that eliminating debt and investing for the long term is a good way to build wealth and prepare for retirement. No account is too small to get started.

    Login to your portfolio account online 

    How to Go Paperless

    1. Log into www.FSCeQuipt.com.

    2. If this is your first time logging in, you will need to answer a few security questions to further protect information.

    3. Click on the “go paperless” icon at the top right portion of the page.

    4. Ensure the accurate email address is listed for e-delivery (add and save the correct one if not). Then choose the “Quick Enrollment (for all accounts)” or the “Edit” link beside E-Delivery Preferences.

    5. Check the box for both Statements and Reports and Trade Confirmations, then click the “Save” button. (To get paper again, simply uncheck the box for Statements and again click “Save”)

    6. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the “I Accept” button.

    7. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statement, and Reports via e-mail.

    How to Go Paperless

    1. Log into www.FSCeQuipt.com.

    2. If this is your first time logging in, you will need to answer a few security questions to further protect information.

    3. Click on the “go paperless” icon at the top right portion of the page.

    4. Ensure the accurate email address is listed for e-delivery (add and save the correct one if not). Then choose the “Quick Enrollment (for all accounts)” or the “Edit” link beside E-Delivery Preferences.

    5. Check the box for both Statements and Reports and Trade Confirmations, then click the “Save” button. (To get paper again, simply uncheck the box for Statements and again click “Save”)

    6. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the “I Accept” button.

    7. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statement, and Reports via e-mail.

    Helpful Resources

    Address

    1160 N. Van Dyke Rd.
    Bad Axe, MI 48413

    Email

    achambers@fscadvisor.com

    Phone

    Tel: 989-269-7062
    Fax: 989-269-7411

    Hours

    Monday-Friday: 9am-5pm

    Get in Touch!

      Securities and advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referred here are independent of FSC.

      Working with an advisor that is part of the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation.

      When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use on the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

      This communication is strictly intended for individuals residing in the states AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MI, MS, NC, OH, PA, SC, TX, VA, WI. No offers may be accepted from any residents outside the specified states referred.