CompleteMarkets
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.
Last minute gift ideas
IMI Asset Management, CA, Valentine's DayValentine’s Day is creeping closer and if your significant other deserves more than just a standard drug store chocolate heart, than you came to the right place. We have a complete list of last minute Valentine’s Day gift for both him and her, and the best thing about these 6 gifts is that they are fast and cheap, while still being incredibly thoughtful. So whether you are looking forward to spending the loving day with Mr. Right, or your special lady, these last minute presents will ensure your celebration goes off with out a hitch! For Him DIY projects are easy and affordable, but while women normally cry at the sight of anything handmade, men are not so enthralled with the process. However, this gift combines the simplistic nature of DIY projects with an actual gift your significant other will want. 12-months of preplanned dates is such a fun and exciting way to spend the year together. The dates planned can range from stay-at-home movie nights, to meals out, attending sporting events, and maybe even his favorite band’s concert. Use multi-colored envelopes, secured close with ribbon in order to prevent any wandering eyes, label each envelope with the corresponding month for your dates. Not only is it multiple gifts in one, but also your man will love to know that you planned well into the future with him! Breakfast in bed, who ever said that a way to a man’s heart is through his stomach was so right. A way to create a special breakfast for the two of you is to have sweet breakfast in bed, of course you want it to be delicious but you should also make it simple, because the best part about breakfast in bed is having you still tucked in beside him. Try a baked French Toast Casserole, which you can set the day before and then easily bake in the morning before your loved one wakes. Pair with frozen/ pre cooked sausages and of course his favorite juice and coffee. Simple and sweet, the best part is while baking the casserole your whole house will start to smell like cinnamon and sugar goodness, the perfect way to wake up! While men attempt to pretend they are touch and not so sensitive, they can be big teddy bears. So what better way to celebrate Valentine’s Day then telling them all the reason you love them. Combining the two best parts of tis annual sappy holiday, your man will love to know that he is loved each and every time he reaches for a sweet candy treat. Make your man the 50 Reasons Why I Love You Jar, using miniature Reese’s Peanut Butter Cups, circle labels, and a mason jar. Check out The Dating Diva’s for full instructions! For Her Luckily when it comes to Valentine’s Day most women will be over the moon of their significant other just puts in a bit of extra effort. So with these easy to do DIY gifts, you will be getting serious brownie points for a while after Valentine’s Day is over. A carved initial candle is not only beautiful but romantic as well. This is the perfect gift for your girlfriend that not only loves candles, but also loves personalization. Throwing it back middle school when you and your boyfriend would crave your name into the local kissing tree, the craved candle is the perfect declaration of love without going over the top. Check out HenryHappened.com for full instructions on how to make this gift, and what supplies you’ll need! Now this DIY project is most certainly a bit more ambitious then the candle but hey anything you worked on your girlfriend will love, right? Well that's what they say so give it a shot! Give your favorite girl her new favorite accessory- a leather heart coin purse. A sweet reminder of our shared love each time she looks into her purse, luckily no sewing is involved and the directions seem simple enough. Check out FabricPaperGlue.com for a full tutorial and our advice would be to grab a few extra yards of leather, just in case your first heather cut out isn’t perfect. Our last gift idea for a fast and cheap Valentine’s Day extravaganza is to cook your sweetie something sweet. Now maybe a full dinner is too ambitious and can become costly quick, we understand that. But after you guys have enjoyed a nice Valentine’s Day meal, handled by professionals, head on home for something more romantic made fresh by you! Dessert is easy to make, and hard to mess up, especially if there is chocolate involved. A classic Valentine’s Day dessert are chocolate covered strawberries and luckily for you, you can make them ahead of time, and have your treats ready to serve when you both arrive home from dinner. Check out an easy step-by-step recipe to make these sexy and delicious desserts for Valentine’s Day. Content provided by http://www.latintimes.com/last-minute-valentines-day-gifts-him-and-her-6-gifts-wont-break-bank-150860  
Karla Leonard
Other articles by: Karla Leonard
Categories: About Us, Community, Holidays, Blog, IMI Asset Management Company
This content has not been rated yet.