At Pinkerton Financial Resources, LLC., we provide assistance in the following areas:
Investments*
- Fee Based Money Management
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 529 Plans
- Variable, Fixed, Indexed Annuities
Financial Planning*
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Planning
- Estate Planning
- Profit Sharing Plans
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Health Insurance
- Small Group Medical and Benefits
- Medicare Insurance
*Securities and advisory services offered through SagePoint Financial.