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 expertise and personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
How Income Taxes Work
A quick look at how federal income taxes work.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn a little about worldwide currency in this fun infographic
An increasing number have been developed to help individuals with their personal finances.
At what point can you call a personal vehicle commercial?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What’s the deal with your yearly free credit report?
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial professional about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
There are a few things to consider when buying or leasing your next vehicle.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Would you guess that Millennials are effectively saving for retirement? Well, they are.