Investments & Wealth Management
Our mission is to empower individuals, families, and institutions to achieve their financial and life goals by serving as their most trusted advisor, providing a level of service beyond anything they have ever experienced. Pinkerton Retirement helps our clients build their 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 the best interest of our client.
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
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Ascertaining the value of your business is important for a variety of reasons.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Five phases to changing unhealthy behaviors.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A letter of instructions provides additional and more personal information regarding your estate.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
A special needs trust helps care for a special needs child when you’re gone.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making the most of surprises is a great reason to work with us.