Wealth Management & Tax Planning
Putman Financial Group Story
From a young age, Cherie had a front row seat as she experienced the numerous challenges and successes that are common to business owners, through her parents and grandparents’ businesses. In those days, there was not a lot of communication or collaboration among the many professionals the family hired, which lead to times of uncertainty, frustration and the inability to make sound financial decisions. This made for many interesting conversations around the dinner table, for sure.
Through this experience, Cherie not only realized that sound business principles, processes and procedures were key ingredients to the success of a business; she saw how financial interdependencies that exist between a family, business, investments, insurance, retirement, estate taxes and risk management cannot be ignored. If left unchecked, the likelihood of achieving desirable outcomes is severely compromised.
Building on her vision to provide holistic services in both the accounting and financial disciplines, Cherie founded her two firms. In 1996, she formed her forward thinking CPA firm, known today as, Putman Accountancy Corporation. In 2003, Cherie established her wealth management and planning firm, Putman Capital Management.
Together, both firms collaboratively provide our clients with efficient, customized services that are coordinated and based on unbiased advice with improved after-tax results across the areas of: Accounting, tax planning and compliance, business advisory, wealth management and financial planning.
Cherie D. Putman CPA, CFP®
“Whatever you can do, or dream you can, begin it. Boldness has genius, power and magic in it.”