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
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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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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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Helpful Content
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Required Reading: The Economic Report of the President
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Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Financial Hacks for Millennials: Starting a Business
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4 Steps to Protecting a Child with Disabilities
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Market View Update - September 2016
The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Don't Myth Out on Whole Life
There are a lot of myths around whole life. Get the facts here.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.