Team

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.