Pre-planning allows you the control to base decisions ahead of time and not under high anxiety, worry, and stress.


Picture yourself sitting around the table prior to a crisis with a plan in place making decisions and then picture yourself sitting around the same table under crisis trying to make rational decisions. At which time are you in a more controlled centered place?  

More Security, 


Having a plan ahead of time helps keep us more secure. As regards to personal finance, we tend to make bad decisions when the pressure is on. It is probably safe to say we tend to have less stress planning for a possible event before it happening rather than waiting until it becomes a crisis.


In a crisis we are faced with: Who can we trust to help us? Will we have enough money to pay for the high cost of care? Should we give our money to our children for safe keeping? Making decisions in a crisis can be very costly. As the saying goes, we pay for our education one way or another...either by knowledge or by mistakes.



Pre-planning puts you in charge, not the circumstances. David can help put and keep you in control of your financial future. Contact him with your questions and concerns. He will tell you if he can help you or if he can’t.  It won’t cost you anything to find out. If he can help he will quote a fee. If you are not 100% happy with the plan he creates do, he will give you back 100% of your money.  David takes the risk to help you. 

Schedule a Consultation

747 SW Mill View Way, Bend, OR 97701  |  Tel: 503-680-0251

Hurley Re Offices
747 SW Mill View Way
Bend, OR. 97701

Tel: 503-680-0251​


© 2019 by Almond Financial.