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
Scroll down to view our Awards & Recognition
Financial Advisor Magazine ranks PRS #1 Investment Advisor in the Inland NorthwestRead More
PRS Earns Fiduciary Excellence CertificationRead More
RIA CHANNEL Top 100 Emerging Wealth ManagersRead 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
Barron's Names Pinkerton "Extraordinary"Read More
August 2007, 2008 and 2010
Registered Rep. Magazine’s "Top 100 Independent Advisors"Read More
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Determine your potential long-term care needs and how long your current assets might last.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Learn a little about worldwide currency in this fun infographic
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Important items to consider when purchasing condo insurance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how to set up your financial goals for success? This knight does.
Learn about cyber liability insurance in this entertaining video.
Check out this video to begin separating fact from fiction.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Learn how to harness the power of compound interest for your investments.