Investments & Wealth Management
Our mission is to empower you, your family, and your business to achieve your financial and life goals by serving as your most trusted advisor, and providing a level of service beyond anything you have ever experienced. Pinkerton Retirement Specialists helps you build your ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in your best interest.
PRS AWARDS & RECOGNITION
Scroll down to view our Awards & Recognition
Barron's Names Pinkerton "Extraordinary"Read More
March 25, 2015
Financial Times magazine ranked Pinkerton one of the Top 400 Advisors in the United StatesRead More
February 23, 2015
Barron’s magazine has ranked Dan Pinkerton as the No. 1 financial advisor in IdahoRead More
2010 Outstanding Advisor AwardRead More
August 2007, 2008 and 2010
Registered Rep. Magazine’s "Top 100 Independent Advisors"Read More
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Women must be ready to spend, on average, more years in retirement than men.
Are Real Estate Investment Trusts right for your portfolio?
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?