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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.
Happy Father's Day!
IMI Asset Management Co, CA, Happy Father's DayFather's Day is right around the corner, are you ready?  No?  Well we can help you. Los Angeles Dodgers vs. Arizona Diamondbacks The Los Angeles Dodgers are hosting the Arizona Diamondbacks this Sunday, June 15th at 1:10 pm.  All  the dad's will get a Father's Day sports bag. Dad would rather do something else?  Try this out. Dads & Grads Sunday brunch at The Mission Inn. This Sunday, June 15th, take your special dad to an unforgettable brunch at The Mission Inn.  The Mission Inn is accepting reservations from 9:00 am-2:00 pm.  Take your pick from traditional favorites such as Eggs Benedict and Prime Rib to favorites of the sea and more!  The cost is $59 for adults and $29 for children from 6-12 years old. Everyone at IMI Asset Management Company wants to wish all the Fathers out there, have a wonderful Father's Day! Content provided by http://losangeles.dodgers.mlb.com/schedule/?c_id=la#y=2014&m=6&calendar=DEFAULT and http://www.missioninn.com/dining/mission-inn-restaurant/index.cfm  
Karla Leonard
Other articles by: Karla Leonard
Categories: Community, Holidays, Blog, IMI Asset Management Company
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