“#1 Investment Advisor in Inland Northwest” “Extraordinary” "Top 50 Fastest Growth RIA’s in Nation" #1 Financial Advisory Firm in Idaho

Investments & Wealth Management

As we are celebrating over 32 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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July 2019

Financial Advisor Magazine ranks PRS #1 Investment Advisor in the Inland Northwest

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April 2018

PRS Earns Fiduciary Excellence Certification

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November 2017

RIA CHANNEL Top 100 Emerging Wealth Managers

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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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May, 2010

2010 Outstanding Advisor Award

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February 2010

Barron's Names Pinkerton "Extraordinary"

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August 2007, 2008 and 2010

Registered Rep. Magazine’s "Top 100 Independent Advisors"

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Video Message from PRS Team Leaders

Dan Pinkerton, President, CEO

 

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Located at PRS Headquarters

 

401k’s & Retirement Plans

Influence & encourage successful retirement

Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

How Income Taxes Work

A quick look at how federal income taxes work.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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