Investments & Wealth Management
As we are celebrating over 34 years 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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2020
Pinkerton Retirement Specialists, LLC ranked "TOP 50 FASTEST-GROWTH FIRMS" by Financial Advisor Magazine 2020
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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
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.