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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.

Conducting an Annual Review of Your Business Operations

Karla Leonard Karla Leonard , 1/16/2015
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Ringing in the new year often means that it is a great time to take an inventory of your business. Far beyond simply an inventory of any supplies that you might possess though, a thorough inventory of your business practices could bring to light some weak spots that could stand to be shored up. Periodic examinations such as these can help make your business both stronger and more successful. As April 15th, Tax Day, quickly approaches, many businesses spend a great deal more time scrutinizing their financial records. While this is a job that can certainly be overseen by you, for the most objective view of your financial situation, enlist in the help of an outside agency. The company that you entrust with completing your taxes each year can be a good resource for this type of review. The business insurance policy you have in place is a crucial element of its success. Not only does it protect you in the event that something unexpected happens, it also ensures that your employees are treated well, giving your company the reputation of being a great place to work. Each year, though, it is a good idea to make an appointment with your insurance carrier. At this appointment, you and the representative from your insurance company can go over your business insurance policy to ensure that it is still providing the type of coverage that meets the needs of your business. New regulations regarding the insurance industry as well as laws that could potentially affect you are often implemented at the beginning of the year. Working with your insurance agent to customize a policy to meet the growing needs of your business will help get the year off to a good start and ensure your continued success.