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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 expertise and personalized service focuses on your needs, wants, and financial goals and objectives.

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Helpful Content

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Surprises

Making the most of surprises is a great reason to work with us.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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