About Pinkerton Retirement Specialists, LLC
Pinkerton Retirement Specialists, LLC is a leading financial advisory firm that specializes in helping clients plan for their retirement. With years of experience and a team of knowledgeable and experienced advisors, Pinkerton Retirement Specialists, LLC has become a trusted source of financial advice for individuals and families across the country.
How does the advisor help clients – Key Takeaways:
- Assisting clients in creating a personalized retirement plan that aligns with their individual goals and needs.
- Offering a wide range of financial services to help clients achieve their retirement goals, including investment management, estate planning, and tax planning.
- Providing ongoing support and guidance to ensure that clients stay on track towards their retirement goals.
Facts and Insights
Here are some key facts and insights about Pinkerton Retirement Specialists, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 10+ years |
Financial Services Offered
Pinkerton Retirement Specialists, LLC offers a comprehensive range of financial services to help individuals and families plan for retirement:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Wealth management
Client Types
Pinkerton Retirement Specialists, LLC works with a diverse range of clients, including:
- Pre-retirees
- Retirees
- High net worth individuals
- Families
- Small business owners
Fees & Compensation
Pinkerton Retirement Specialists, LLC operates on a fee-only basis, meaning that they do not receive any commissions or incentives for recommending certain products or services. This allows them to provide unbiased and objective advice to their clients. Their fees typically range from 1-2% of assets under management, depending on the complexity of the client’s financial situation.
Background
The team at Pinkerton Retirement Specialists, LLC is led by John Pinkerton, a Certified Financial Planner™ with over 20 years of experience in the financial industry. He is passionate about helping clients achieve their retirement goals and is committed to providing personalized and high-quality financial advice to each and every client.
Financial Advisor Disclosures to Know
Prior to working with Pinkerton Retirement Specialists, LLC, it is important for clients to understand and acknowledge the following disclosures:
- Pinkerton Retirement Specialists, LLC is a registered investment advisory firm and does not have any legal or financial ties to any other financial institution.
- The firm does not have any pre-determined minimum requirements for the amount of assets a client must have in order to work with them.
- All recommendations made by Pinkerton Retirement Specialists, LLC are based on the client’s individual goals and risk tolerance, and may not be suitable for every client.
In conclusion, Pinkerton Retirement Specialists, LLC is a top choice for individuals and families who are seeking expert financial advice to help them plan for a secure and comfortable retirement. With their personalized approach and range of financial services, their team of experienced advisors are dedicated to helping clients achieve their retirement goals.