Testimonials

April 8, 2009

To Whom It May Concern,

I will honestly attempt to describe and recommend Don Truman using this medium of words in a letter. Not an easy task

To open, allow me to mention my background. My name is Michael J. Dunn, and my professional career spanned four decades as a high school English teacher and a varsity coach of two sports programs.

I have known Don and Debbie Truman for thirty years, first as an income tax accountant and later as a friend. This letter is a sincere attempt to create an accurate description of the man and his professional services.

I will begin with a question. How do investors survive a greed monger like Bernie Madoff and the blatant incompetence displayed by Bear Sterns? My answer is individuals such as Don Truman, a man of character and principle that assures us that all will be well over time. Don has restored confidence to many investors large and small through his honesty.

Don is honest, professional, steadfast, knowledgeable, and cautious and does his footwork conducting research, before he will use or recommend a product to a client. The descriptive terms about are sincere, but the reason that I recommend him to you is this powerful truth… Don understands his clients, listens and come’s from a position of friendship and he is compassionate. He cares about the consequences of his advice and actions, and the resulting effects upon you his client.

Don was recommended to me by a fellow coach in 1978. Over these years, I inquired and he pointed out financial products that fit my investment style. Most have been steady and a few were perfect for that period of my life, and the profits reflected this outcome.

When you choose to avail yourself of Don’s services and his investment company; I feel you could expect similar results. The approach that Don advocates is even more crucial during this current world financial crisis. I do believe that honest character and humanistic principles will win the day in the world of finance and wealth protection.

Sincerely,

Michael J. Dunn

June 3rd, 2009

My wife and I are retired school teachers. We were in the educational field for 37 years. At the same time we were teaching, we also ventured into the world of farming. We grew Christmas trees in southern California for 27 years and we have been growing apples, plums, and prunes in Idaho for the past 15 years. Throughout those years, Don Truman has guided us with our finances which included our annual taxes and financial planning. Don has even taken his personal time to visit our farm several times. He has checked on our farm’s current growth and potential growth and then has given us a detailed report.

Don has also worked with us on a very personal level. He always is very upfront with his options, business and personal to us. We know he is always looking out for us in the best way. He also guides our two daughters in their financial and personal lives. They are very comfortable calling him for all sorts of advice.

We are now in the process of developing a parcel of family land into 20 high quality condominiums. Don has worked very hard with us on this project. He has been to the site many times and also has met and worked directly with the developer of the project. He also has participated with the city’s planning commission and the city council concerning the project.

Don has been quite a positive component in our personal and business lives. He is certainly a trustworthy person. My wife and I feel very fortunate to have placed our trust with Don, personally and financially. We look forward to working with don and his family for many years to come.

February 6th, 2009

I am an Executive Vice President with a $2 billion healthcare company. I have trusted Don Truman for over 25 years to manage my annual government tax filings. Between my multiple investments, investment ventures and various streams of income, I have found Don to be very effective at ensuring my tax obligation is met while ensuring every opportunity to minimize my tax liability has been uncovered. I am happy to recommend Don for anyone seeking professional guidance on simple as well as complex tax filings.

Howard Derman

February 5th, 2009

Don Truman has been our 'go to' man for almost thirty years now. Way-back-when, a friend had recommended Don to us; we made an appointment, and that was the beginning of a long and continuing relationship. However, Don soon become much more than our tax-time 'number cruncher.'

Over the years we have sought his advice regularly regarding tax implications on various investments, from the usual to the arcane. Whether it's real estate, or oil wells, he's got us covered. Not only does he 'know his stuff,' his advice is uniformly sound, as well. And his approach to potentially problematic financial questions is neither too conservative, nor recklessly aggressive. He's saved us a lot of money through the years, and as importantly, he's been a rock-solid sounding board, giving us the 'caution' light when he thought it appropriate, or giving us the 'green' - allowing us to sleep at night! Whatever the case, he gives us his honest opinion, not what he may feel we want to hear.

We continue to rely on Don's knowledge, advice, and common sense, and consider him not only our advisor, but a friend, as well.

Sincerely,

Michael and Sandra Fox
Fallbrook, California

January 19th 2009

I accepted an invitation to a free dinner at a nice restaurant with Truman and Associates. I took a business partner with me. We thought we would enjoy the meal and make a quick exit. Mr. Truman began to discuss some important issues that related to our finances. This caught our interest so we stayed and made some notes.

Debbie called in a few days and we made an appointment for a free consultation. At that meeting, we met with Michael and John. While we sat and discussed our finances, not only did we realize we needed to make some immediate changes that would greatly benefit us, we also felt as if we had known them for many years. We were made to feel so relaxed about discussing our finances with them.

Since that meeting, they have continually stayed in touch to make sure everything we needed was seen to. Everyone at Truman and Associates made us feel a genuine concern about our finances and even our personal lives.

I am 53 years old and have never done business with a company that I felt so comfortable and trusted any more than Truman and Associates. They are a family business that aren’t so greedy that they try to influence you to their benefit, but are strictly committed to what is best for your needs.

I highly recommend you spend some time to get to know the family at Truman and Associates.

David Connor / Jimmy Flippo

February 7, 2009

To whom it may concern:

I would like to take this opportunity to express my confidence with the services of Don Truman. I have known this gentleman for a period of eight years and have relied upon his judgment and services during this period. He has always prepared our taxes honestly and proficiently finding each and every deduction available.

My wife has availed herself of Don’s services for more than twenty years and he has always come through for her. Upon marrying, I abandoned my previous tax/financial advisor and have had the fortunate experience of dealing with Mr. Truman. He is easy to talk with and always available to answer any questions I may have.

As a professional person I can wholeheartedly endorse the upstanding character and professionalism of Don Truman. He is trustworthy and boosts my confidence when having my taxes prepared and/or providing financial advice. I can, without reservation, recommend Don for your financial and tax needs.

Thank you Don for your reliability and diligence.

Sincerely,

Edward W. Williams
Clinical Nurse Supervisor

Our relationship with Don Truman and his firm began in the early 80’s with an opportunity to make a single investment. As a young married couple with 2 young children, we were hesitant to take our much needed cash and invest some of it in our family’s future. Then, along came Don Truman. Don and his staff were there every stop of the way as this was our first venture into investing. Over the years, Don has guided us as we continue to invest in a variety of ventures. He has helped us establish a varied portfolio that is designed to meet our future financial needs in our retirement years.

He provides us with ongoing professional direction for taxes and financial situations. The great thing about Don is that he sees the whole picture and is able to communicate that vision with his clients. He understands the need to make sound, educated decisions and he respects his clients’ choices. Many objectives describe Don…he is professional, competent, caring, well-versed on all tax issues including federal and state, honest, and always available. We could not recommend a more capable, professional financial adviser.

Don Truman is the best!

December 14, 2009

I have known John Truman for a number of years. Over the past couple of years I have relied on John for advice and guidance with some complex financial issues. John listens to what is important to me and goes beyond the task at hand by creating strategies that work now and into the future. His knowledge and expertise have dramatically improved my financial future and given me peace of mind. I know that as situations arise or my needs change John will be there to guide me and look out for my best interest. I believe that John can help anyone who is looking to make their future better.