Fingers on the Pulse
With our Holistic Approach we bring together all your finances and future goals under one roofLearn More
We strive to utilize the most modern technology to make us efficient and making your financies easy to understandLearn 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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Military families face unique challenges, making personal finance even more critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding how a stock works is key to understanding your investments.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, covering how bond laddering works.
Are you ready for retirement? Here are five words you should consider.
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.