“Extraordinary” “#1 Advisor in the Inland Northwest” #1 Financial Advisory Firm in Idaho “Outstanding Advisor of the Year”

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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April 2018

PRS Earns Fiduciary Excellence Certification

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November 2017

RIA CHANNEL Top 100 Emerging Wealth Managers

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February 2010

Barron's Names Pinkerton "Extraordinary"

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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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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

 

Request an Idaho Wildlife Museum Tour

Located at PRS Headquarters

 

401k’s & Retirement Plans

Influence & encourage successful retirement

Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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