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
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding how a stock works is key to understanding your investments.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One way to find money is to examine your current spending habits and eliminate money wasters.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.