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IMI Tree of Knowledge

I would like to take a moment to introduce myself – I am Karla Leonard-David, CEO of IMI Asset Management Company. I hold a double B.A. in Business Economics and Art History. IMI Stands for Investment Management International and was originally founded in 1995. In 2012, IMI went through a complete transformation. That transformation included implementing a complete social media presence. I have designed and write an educational blog that is posted to my personal and company Facebook and LinkedIn pages. These articles are a tool to inform and educate on financial planning topics. The biggest part of that transformation occurred when IMI became a full service asset management company. IMI has partnered with Jerry Vines, MBA, EA and the Law Office of Sharon Morff, to offer a fully engaged estate planning package, designed specifically to your goals. Most people do not have a solid financial plan. A reason for this is that most lack insight into what is going on in the financial industry. I realize that the process of creating a strategy for retirement can feel pretty intimidating which is why I am constantly searching for new materials, whether they are videos, articles or just questions and answers to share with everyone. IMI Asset Management Company is focused on the belief that our customers’ needs are first. I am committed to meeting those needs. I am a firm believer of the personal touch, which is so lost in today’s world. As a result, a high percentage of IMI’s business is from repeat client business and referrals. IMI Asset Management Company was selected in 2012 by the USCA as the recipient of the Best of Rancho Cucamonga Awards in Financial Planning. We want you to be able to assess, from these insights, your financial portfolio to ascertain that it is aligned with your ultimate goals for your retirement and passing your estate probate free down to your heirs. We strive to make sure you evade the costliness that can result from poor planning. We would welcome the opportunity to earn your trust and deliver you the best individual and personalized service in the industry in helping you obtain your goals. We invite you to come “join” our IMI Family.

Athletes and Finances: What to watch out for

Karla Leonard Karla Leonard , 11/27/2013
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IMI Asset Management Co, CA, athletes and financesA 20 year old college student was offered a multi-million dollar contract to play linebacker for the NFL.  This kid has had no real job, no real responsibility and now he's off to make millions to play ball.  This kid is on top of the world. Here's what 78% of all NFL football players learn...the money runs out. Buying expensive luxury cars, mansions, taking fancy vacations and partying, is usually where the money goes. Here's a few tips to help you keep the money you so rightly earned:
  • Live within your means.  When you get a lot of money, it's easy to get caught up in the "I've got plenty" phase.  But if you live modestly & within your means, the money you make today will not run out when you are ready to retire.
  • Boring is good.  It may seem hip and sexy to have a restaurant but the real investment is in annuities, mutual funds, bonds or any other low-key investment opportunities.
  • Stay away from the wrong people.  That includes some financial planners.  Financial advisers are ones to watch for; the ones who make promises they can't deliver, or give you returns that are unrealistic.  And it does help to stay away from freeloaders who just hang out with you if you pay for everything.
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