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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Earnings season can move markets. What is it and why is it important?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What does your home really cost?