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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.

It's arrived!

Karla Leonard Karla Leonard , 4/30/2014
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IMI Asset Management, CA, Tax refundIt's arrived!  Your tax return has been deposited in your account.  You have gone through and budgeted what you want to play with, or maybe you are set and this is extra money you will have to play with.  Here are a few fun things you can do with your tax return:
  1. Go on a mini-vacation.  Catalina is beautiful this time of year and Vegas is always fun.  Take a long weekend and head out for some much needed rest and relaxation.
  2. Get a new car.  Your car has 300,000 miles on it and you two have had a good relationship.  It's time to get you something fun that you would enjoy driving.  The new Mini-Cooper convertibles are really cute!
  3. Shopping spree!  Girls, you hear me talking.  Summer time is right around the corner and all the new fashions are coming out.  Go ahead and splurge, those shoes look great with that outfit.
  4. You are feeling frugal this year.  Wonderful!  go ahead and put that money in a savings account for a rainy day.
  5. Barbecue with your family and friends.  Break out the gas grill, get the propane filled, buy lots of fun decorations and have a fun barbecue party.
  6. Home improvement.  That spring project you were planning last year is beckoning you.
  7. College plans for the kids.   Harvard, Stanford, or UCI.  College costs are constantly rising, so that refund would be put to excellent use in a 529 plan or similar.
  8. Pay off a few extra bills.  It will feel good not seeing those statements in your mailbox each month.
  9. Play the stock market, you know you've been wanting to try it out.
For any investment advice give us a call today at 888-383-3068 or 951-333-2080. Content provided by Transformer Marketing.