At PutmanGroup, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Distribution strategies
- Estate conservation issues
- Risk management analysis
- Tax planning and preparation
- QuickBooks and Xero
- Financial statement preparation
We also can answer your questions, including:
- Can I retire early?
- Are my investments working tax efficently?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Tax and Accounting
Ben is the founder and principal of the firm with over 35 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben’s comprehensive experience...
Savannah (Feng) Li, CPA, is a senior accountant at PutmanGroup and has been with the firm since 2014. Her primary responsibilities include individual and business tax preparation and accounting. She is a member of both American...
Wealth Management
Administrative
Adriana leads the administration team at PutmanGroup and has over 20 years’ experience in office administration and operations. In her free time, Adriana enjoys hiking and spending quality time with family & friends.