WHAT MAKES US DIFFERENT
Independent Certified Public Accountant Planner
I’m not affiliated with a broker or bank, so I’m free to consider the best solutions for your situation, without using the “company products”.
Fiduciary Duty to My Clients
As a licensed CPA I’m bound to place your interests above my own at all times, and I will act with loyalty and care to make sure you receive advice that is as accurate and thorough as possible. If there is any conflict of interest, I will disclose it to you so that you can make the best decision.
I don’t receive any third-party commissions, referral fees, or kickbacks for the solutions we choose together, so you know my advice is free from conflicts around who’s paying the bill.
Passive Investment Philosophy
I don’t believe in timing the market or picking racehorses. The simple truth, supported by research, is that investing with a long-term perspective, and focused on selecting the right mix of low-costs assets, is the solution for building wealth.
Local or Virtual
I am based in the Newburgh, IN and Evansville, IN area, but not limited to those cities. We can take advantage of the latest online tools to meet virtually and develop your plan – no in-person meeting necessary!
My Goal: provide the best financial advice by eliminating sales agendas, commissions, percentage fees, and the one-size-fits-all approach. Give straight talk, honest answers, and put my clients' interests first. Some call it "Fee-Only, Fiduciary Advice".
I have been a CPA since 1983. I was first licensed in Iowa and later my wife Vicki and I moved to the State of Indiana where I have practiced for many years.
In 2010 I decided that I wanted to practice public accounting. I founded Putman CPA Solutions, LLC after a long successful career in corporate accounting with Alcoa, Inc.
Putman CPA Solutions, LLC was an accounting and tax preparation/planning firm. I sold the firm in early 2018 to focus solely on the areas of personal financial & tax planning.
My undergraduate degrees were from the University of Northern Iowa with a BA in Marketing...