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 personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Income Taxes Work
A quick look at how federal income taxes work.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Military families face unique challenges, making personal finance even more critical.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Knowing your options when a CD matures can help you make a sound investment decision.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The market is as unpredictable as the weather. We’d love to help you prepare.