“Top ½ of 1% of RIA’s in nation” “Extraordinary” “Top 50 Fastest Growing RIA’s in Nation” “#1 Investment Advisor in Inland Northwest”

Investments & Wealth Management

As we are celebrating over 34 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

 


2023 "PRS ranked "Top 1/2 of 1% of RIA's in the nation"

by Forbes Magazine, 2023
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2022

“Top 2 Fastest Growing RIA’s in Idaho”—RIA Magazine, 2022

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2020

Pinkerton Retirement Specialists, LLC ranked "TOP 50 FASTEST-GROWTH FIRMS" by Financial Advisor Magazine 2020

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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

 

Request an Idaho Wildlife Museum Tour

Located at PRS Headquarters

 

401k’s & Retirement Plans

Influence & encourage successful retirement

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

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An Overview of Renter’s Insurance

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Don’t overlook the need for renter’s insurance if you rent your home.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Here are 5 reason why you may consider working through retirement.

Qualifying For Medicare Under Age 65

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IRA Withdrawals that Escape the 10% Tax Penalty

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

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

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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