Portfolio Management
Diversified, low-cost portfolios built around your goals, monitored continuously and rebalanced when they drift.
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Fee-only investment advisors in Michigan
Keep a steady pulse on your investments and grow your profit with purpose
Invest Pulse Profit builds and manages portfolios that match your goals, keeps taxes in check and turns your savings into income you can count on.
- Fiduciary, fee-only advice
- No commissions
- In person or virtual
Portfolio pulse: steadyMonitored and rebalanced with care
Your money, your nameHeld at an independent custodian
Fiduciary Duty
Your interests come first, always and in writing.
Clear Fees
One transparent fee, no hidden commissions.
Active Monitoring
We watch your plan so you don't have to.
Plain English
Reports and advice you can actually follow.
Advice with a heartbeat
About Invest Pulse Profit
Investment advice that listens first, then gets to work
We are an independent advisory firm in Highland Township, Michigan, helping families, professionals and retirees invest with confidence.
Every plan starts with a conversation about what you want your money to do. From there we build a portfolio, set up the right accounts and keep a steady eye on it, adjusting when your life or the markets change.
- Goal-based portfolios
- Tax-aware decisions
- Retirement income maps
- Dedicated advisor
What we do
Services that keep your money moving in the right direction
Pick the area you need help with today. Every service connects to one coordinated plan.
Retirement Income Planning
A paycheck-style income plan that coordinates savings, Social Security and withdrawals so your money lasts.
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Dividend & Income Investing
Income-focused portfolios of quality dividend payers, bonds and funds that pay you while they grow.
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Tax-Smart Investing
Keep more of your profit with tax-loss harvesting, smart asset location and Roth conversion planning.
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Real Estate & Alternatives
Add property and alternative assets the right way, through REITs, rentals or private funds sized to your plan.
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Education & Family Savings
529 plans, custodial accounts and family savings strategies that put the next generation on a strong footing.
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The Pulse Cycle
How we work with you
A simple, repeatable rhythm that keeps your plan healthy through every market.
01
Listen
We learn your goals, timeline, income needs and comfort with risk.
02
Design
We build a written plan and a portfolio matched to what matters to you.
03
Invest
We open accounts, move assets carefully and put your money to work.
04
Monitor
We check the pulse, rebalance and meet with you to review progress.
Income Pulse Calculator
See what your portfolio could pay you
Move the sliders to estimate the income your investments might generate and see a sample mix for your style.
Investing style
Estimated monthly income
Sample Balanced mix
$729
from portfolio payouts at today's value
Estimated annual income$8,750
Added by a year of contributions$210
Illustration only. Yields change and are not guaranteed. Talk with an advisor before making investment decisions.
Client stories
What our clients say
★★★★★
"For the first time we understand what we own and why. The quarterly reviews are short, clear and actually useful."
KM
Karen M.Milford, MI
★★★★★
"They built us a retirement income plan that pays us like a paycheck. I stopped checking the market every morning."
DR
Dennis R.Highland, MI
★★★★★
"The tax-loss harvesting alone made the switch worth it, and I never feel like I'm being sold something."
AP
Anita P.White Lake, MI
FAQ
Questions people ask before they start
Can't find your answer? Our team is happy to help.
Ask a QuestionYes. As a fee-only firm we are required to act in your best interest at all times. We do not earn commissions on products, so our advice is never tied to what we sell.
We charge a transparent advisory fee agreed in writing before any work begins, either as a flat planning fee or a percentage of the assets we manage. You will always know what you pay and what it covers.
No strict minimum. We work with people starting out as well as established investors. During the first call we will tell you honestly whether our services are a good fit for where you are now.
Your money stays in your own name at a large, independent custodian. We have permission to manage the account, but we can never withdraw funds to ourselves.
Absolutely. Clients meet us in person at our Highland Township office or by secure video call, whichever is easier for you.
From the blog
Fresh insights for smarter investing
Practical guides from our advisors on stocks, retirement accounts and income investing.
How to Read a Company's Earnings Report: The Numbers That Move Stock Prices
Revenue, margins, guidance and cash flow: a plain-English tour of the quarterly report and what each number tells you about a business.
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The Backdoor Roth IRA: How High Earners Can Still Fund a Roth
Earn too much to contribute to a Roth IRA directly? Here is how the backdoor route works, the pro-rata trap to avoid and when it is worth doing.
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DRIP Investing Explained: How Reinvesting Dividends Builds Wealth Quietly
Dividend reinvestment plans turn every payout into more shares. Learn how DRIPs work, their tax quirks and when taking the cash makes more sense.
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The Pulse Brief
Smart investing notes, twice a month
Short, practical reads on markets, taxes and retirement income. No hype and no spam, and you can unsubscribe anytime.