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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.

Don't Fail In College Preparedness!

Karla Leonard Karla Leonard , 6/10/2015
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A new study from researchers at Edward Jones found that most American families cannot afford to send their child to college and nearly two-thirds of thos families are unaware of college-saving plans like the 529 plan.IMI Asset Management Co., Fointana CA, Financial planning "While the cost continues to be a major concern, Americans still recognize the value of a college education – so finding ways to manage those costs becomes paramount in the process," Steve Seifert, principal at Edward Jones, said in a statement in response to the firm's fourth annual 529 Plan Awareness Survey. ORC International's CARAVAN Omnibus Services analyzed landline and cell phone interview responses from 1,008 U.S. adults to compile this data, the firm says. The 529 plan was first offered in 1996, here in the United States, and is a state or state agency sponsored college savings product that allows individuals to save and invest on tax-advantage basis to pay for tuition, boarding, books and other education related expenses. If you are looking for more information on the 529 plan, I have written about it many times here on my blog. Click here to see those articles!