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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.

Investment Alternatives: 529 plans

Karla Leonard Karla Leonard , 6/4/2014
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IMI Asset Management, CA, 529 PlansIf you are saving money for your children's education, 529 plans are an attractive option. These are plans that allow money for education to grow, tax-deferred until it is needed. Almost every state has at least one 529 plan, giving you a wide range of options. If you choose savings plans, 529 plans for college can be used for any public or private school in the country. Plus, you are able to choose any state's 529 plan; you are not limited to ones offered only in your state. Research many as part of your financial planning to find the one that works best for your family's education and investment needs. The flexibility of this sort of financial planning for college extends to refunds in some circumstances. If your child does not need to use the money from your 529 account because he or she earns a scholarship, the money can be refunded without penalty. Plus, any money in the account can be used for education expenses that include books and housing. Extra funds can be transferred to another beneficiary, as well, if it turns out that you have saved more than is needed to pay for college costs. 529 plans can be started for any beneficiary at any time. You can invest for your children, grandchildren, or any other child who's education you wish to fund. And, it is never too late to start one. A 529 plan can even be started for a high schooler who will need the money in a couple of years for college. It's never too early to start saving for a child's education. The earlier you begin, the more time your money has to grow. Start investigating 529 savings accounts and other investment vehicles so you can begin building your child's future today. Content provided by Transformer Marketing.