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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.

Just Had a Baby. Now What? Financial Planning

Karla Leonard Karla Leonard , 7/15/2015
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So, you've just had a baby. You are enjoying the wonder of being a parent. It is a beautiful, magical time that you should enjoy to the fullest, as babies grow up so quickly. Yet there is one thing you should also be doing at this time that is very IMI Asset Managementmuch rooted in the real world and not the magical world of new parenthood. That thing is financial planning. You have several important decisions to make when you have a new baby, and you need to make financial planning arrangements for each of them. Here are some of the things you need to take into consideration financially when you have a new baby. Planning for your baby's inheritance is one thing. You should know just how much of your estate your child will get. If you have other children or are planning to have more, these additional children need to be a part of your estate planning, too. Talk to an estate lawyer to make arrangements for this type of financial planning and get advice. You should also make arrangements for what will happen to your child and how he or she will be supported financially if something were to happen to you. You must come up with guardians for your child, and make financial arrangements for their upkeep to adulthood and possibly beyond, depending on the extent of your financial resources. Again, an estate planning lawyer can help you do this correctly and in a way you will be sure to approve. Finally, you need to plan for your child's college education. Whether or not your child goes to college, he or she needs a fund. It should be started when the child is a baby, so it will have grown through regular contributions and interest by the time the child is college age. If the child goes to college, the money will all be there for an easy educational experience. If the child does not go to college, the money can be used to help him or her get a strong financial start in the real world, such as starting their own business and/or getting a quality place to live.