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
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding the economy's cycles can help put current business conditions in better perspective.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.