“#1 Investment Advisor in Inland Northwest” “Extraordinary” “#1 Advisor in the Inland Northwest” #1 Financial Advisory Firm in Idaho

Investments & Wealth Management

As we are celebrating over 32 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


July 2019

Financial Advisor Magazine ranks PRS #1 Investment Advisor in the Inland Northwest

Read More

April 2018

PRS Earns Fiduciary Excellence Certification

Read More

November 2017

RIA CHANNEL Top 100 Emerging Wealth Managers

Read More

March 25, 2015

Financial Times magazine ranked Pinkerton one of the Top 400 Advisors in the United States

Read More

February 23, 2015

Barron’s magazine has ranked Dan Pinkerton as the No. 1 financial advisor in Idaho

Read More

May, 2010

2010 Outstanding Advisor Award

Read More

February 2010

Barron's Names Pinkerton "Extraordinary"

Read More

August 2007, 2008 and 2010

Registered Rep. Magazine’s "Top 100 Independent Advisors"

Read More

 

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

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

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.

Saving for College

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

Your Cash Flow Statement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow