Comprehensive Financial Services for Businesses and Families

Expert Blog Writer: [Your Name]

As a business owner, entrepreneur, or individual looking for financial guidance, it can be overwhelming to find the right CPA and wealth management firm to meet your needs. That's why I am excited to introduce you to Putman Financial Group, headquartered in Torrance, California, and serving the Beach Cities of the South Bay.

Putman Financial Group offers a comprehensive suite of services to businesses, entrepreneurs, and families. Their team of experts specializes in accounting, business advisory, strategic tax planning and preparation, wealth management, financial planning, investment advisory, and insurance and annuity services.

What sets Putman Financial Group apart from other firms is their unique approach to financial services. By combining the knowledge and experience of their two firms, Putman Accountancy Corporation and Putman Capital Management, Inc., they are able to provide a family office suite of services and solutions. This collaboration allows for a more integrated and comprehensive approach to meeting their clients' needs.

The founder of Putman Financial Group, Cherie D. Putman, CPA, CFP, brings over two decades of experience in various financial disciplines. She is joined by a team of dedicated professionals who are passionate about their work and strive to provide the best possible service to their clients.

Putman Financial Group works with a variety of clients, including businesses, families, and women in transition. They understand that each client has unique goals and needs, and they tailor their services to meet those specific needs. Their services include client accounting, business advisory, tax planning and preparation, financial planning, investment management, and more.

Their process is designed to provide peace of mind and a consistent approach to their services. It begins with an introductory call to discuss their engagement process and services, followed by the delivery of a Firm Introduction Kit. This kit provides additional information about the firm, their team, and their philosophies. From there, a FIT meeting is scheduled to determine if their services align with the client's goals and needs. The next step is a discovery meeting to gain a deeper understanding of the client's vision and objectives. Finally, a review meeting is held to discuss a customized plan and package options. Implementation and onboarding then begin, with future review meetings scheduled to ensure all services are being executed effectively.

In addition to their services, Putman Financial Group also offers a blog with helpful articles on tax savings, business strategy, wealth building, and market updates. They are committed to providing their clients with valuable resources and information to help them make informed financial decisions.

If you are looking for a trusted and experienced CPA and wealth management firm in the Torrance area, I highly recommend Putman Financial Group. Their dedication to their clients and unique approach to financial services make them a top choice for businesses, entrepreneurs, and families. Contact them today to schedule a meeting and see how they can help you build your business and grow your wealth.