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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are things about Social Security that might surprise you.
It's important to make sure your retirement strategy anticipates health-care expenses.
Are women prepared for a 20-year retirement?
Learn about the risks of not having health insurance in this informative article.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
When you retire, how will you treat your next chapter?
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.