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
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
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Five creative (and inexpensive) ideas for motivating your employees.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding how capital gains are taxed may help you refine your investment strategies.
Beware of these traps that could upend your retirement.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Five phases to changing unhealthy behaviors.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.