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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Rightsizing for Retirement
What does your home really cost?
One way to find money is to examine your current spending habits and eliminate money wasters.
Try these activities to keep your brain sharp.
Here are six flags that may make your tax return prime for an IRS audit.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Tax preparation may be the perfect time to give the household budget a check-up.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What if instead of buying that vacation home, you invested the money?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.