Investments & Wealth Management
As we are celebrating our 30th year in business, our mission has remained the same: 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
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July 2019
Financial Advisor Magazine ranks PRS #1 Investment Advisor in the Inland Northwest
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March 25, 2015
Financial Times magazine ranked Pinkerton one of the Top 400 Advisors in the United States
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February 23, 2015
Barron’s magazine has ranked Dan Pinkerton as the No. 1 financial advisor in Idaho
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Helpful Content
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprises
Making the most of surprises is a great reason to work with us.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.