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With our experience and knowledge along with our innovation, we are there to advise you for the future.Learn More
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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
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Saving for College 101
Here’s a crash course on saving for college.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you find it hard to attain personal life goals, there’s an app for that!
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.