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Submitted URL: http://pinkertonretirement.com/
Effective URL: https://www.pinkertonretirement.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.pinkertonretirement.com/
Submission: On January 25 via api from US — Scanned from DE
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Get Started (800) 634-2008 Contact UsHOME Menu MENU * About PRS * Message from the Executive Team * Our Purpose * What Makes Us Unique * Our Team * In the News * "Invest in Others" Community Involvement * Birdwatching at Riverstone Pond * Financial Services * Private Client Wealth Management * Corporate Retirement Plans * Foundations & Charities * Client Requirements * Portfolio Management * Stress Test Your Portfolio * Tactical Four-Step Investment Process * Passive Indexing Strategies * Active Management Strategies * Alternative Investment Strategies * 12 Core Principles * 401k Plans * 401k Retirement News * 401k Sponsors * 401k Participants * CEFEX Certified * The Hero's Ideal 401(k) * 401(k) Customer Service * Library * Market Update * Financial Calculators * Tax Resources * Glossary * Client Login * Black Diamond Consolidated Client Portal * Schwab * Fidelity-NFS “TOP ½ OF 1% OF RIA’S IN NATION” by Forbes Magazine, 2023 Learn More “EXTRAORDINARY” by Barron’s Magazine, February, 2010 Learn More “TOP 50 FASTEST GROWING RIA’S IN NATION” by Financial Advisor Magazine, 2020 Learn More “#1 INVESTMENT ADVISOR IN INLAND NORTHWEST” Financial Advisor Magazine, 2019, 2022 Learn More 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 Read More 2022 “Top 2 Fastest Growing RIA’s in Idaho”—RIA Magazine, 2022 Read More 2020 Pinkerton Retirement Specialists, LLC ranked "TOP 50 FASTEST-GROWTH FIRMS" by Financial Advisor Magazine 2020 Read More 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 * Articles * Calculators * Videos 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. INSURING YOUR SECOND HOME There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk. 5 BENEFITS OF WORKING IN RETIREMENT Here are 5 reason why you may consider working through retirement. QUALIFYING FOR MEDICARE UNDER AGE 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early. IRA WITHDRAWALS THAT ESCAPE THE 10% TAX PENALTY The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. VIEW ALL ARTICLES 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. VIEW ALL CALCULATORS 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. VIEW ALL VIDEOS FEATURED RESOURCES HISTORICAL INFLATION This calculator shows how inflation over the years has impacted purchasing power. WHY REGULAR REBALANCING MAKES SENSE Without your knowing, your investment portfolio could be off-kilter. HOW INSURANCE DEDUCTIBLES WORK Knowing how insurance deductibles work can help you save money and give you peace of mind. DOWNLOAD OUR FREE APP We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. SIGN UP FOR OUR WEEKLY MARKET COMMENTARY Name Email Address Sign Up Thank you! Error processing your request. Please try again at a later time. UPCOMING EVENTS EMPLOYEE EVENT Office Closed February 2, 2024 7:00a - 5:00p SIGN UP FOR MY NEWSLETTER Name Email Address Sign Up Thank you! Error processing your request. Please try again at a later time. CALENDAR OF EVENTS UPCOMING EVENTS EMPLOYEE EVENT Office Closed February 2, 2024 7:00a - 5:00p NEWSROOM * In the News * Videos * Career Opportunities * Client Relationship Summary (Form CRS) PINKERTON RETIREMENT SPECIALISTS Hours: Mon-Fri 8:00 AM - 4:30 PM 1.800.634.2008 | 1.208.667.8998 PRS@PinkertonRetirement.com Fax: 208.667.5868 Main Office 2000 John Loop Coeur d’Alene, ID 83814 Branch Office 4115 Bridgeport Way West, Suite D University Place, WA 98466 Branch Office 505 W. Riverside Ave., Suite 500 Spokane, WA 99201 View Map & Directions CONNECT WITH US Minimum private wealth management portfolio is $500,000, and corporate 401(k) plan minimum is $2 million. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.