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
Scroll down to view our Awards & Recognition
PRS Earns Fiduciary Excellence CertificationRead More
RIA CHANNEL Top 100 Emerging Wealth ManagersRead More
Barron's Names Pinkerton "Extraordinary"Read 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
August 2007, 2008 and 2010
Registered Rep. Magazine’s "Top 100 Independent Advisors"Read More
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Gaining a better understanding of municipal bonds makes more sense than ever.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It sounds simple, but paying yourself first can really pay off.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are three things to consider before dipping into retirement savings to pay for college.
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.