Pinkerton Wealth Management Group

Welcome! We developed this website to help you understand the processes that we believe are critical to wealth management. We offer families and institutional investors an organized approach that helps them focus on the important issues that impact their success. For families and individuals, our Comprehensive Wealth Management process articulates and tracks your decisions in several areas including the Wells Fargo Advisors Envision Plan, Investment Plan, Wealth Distribution, Asset Protection, and Tax Management.  For institutions, our Fiduciary Safe Harbor process guides clients through an ongoing, disciplined strategy that is focused on fulfilling fiduciary obligations while seeking to meet needed results.

 
We hope you will visit often. Please note that we have tabs to describe our process for both institutional and individual clients. Be sure you save this site as a favorite; it will be a portal to your account and a handy way to stay on top of developments that may affect you.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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