Fingers on the Pulse
With our Holistic Approach we bring together all your finances and future goals under one roof.Learn More
We strive to utilize the most modern technology to make us efficient and making your finances easy to understand.Learn More
With our experience and knowledge along with our innovation, we are there to advise you for the future.Learn More
Let Our Knowledge & Innovation Strengthen Your Prosperity
Welcome, we're PutmanGroup, a CPA & Wealth Management Firm in Irvine, CA. We understand that individuals and businesses face unique challenges as they build wealth and account for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is accounting, tax savings, preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Your credit score may influence how much you pay for auto and home insurance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
It’s never a bad time to speak with your financial advisor about changes in your situation.