IMI Asset Management Company - "SAVED...JUST IN TIME!"
ShareKarla Leonard-Davis
CEO, Asset Manager
Serving California Residents Since 1995
Call:  888-383-3068
 
 
IMI FINANCIAL SERVICES RECEIVES 2011
BEST OF RANCHO CUCAMONGA AWARD






California Residents
"Are You Prepared For Retirement?"
 















We have a vision for your family's growth. Is your current retirement portfolio keeping up with your vision for the lifestyle you desire after retirement?  To stay competitive in today's fluctuating economic  world, it's crucial to plan for your retirement goals-  to not only keep pace with - but to enhance - your asset growth.  If properly handled and structured,  you will have a legacy that will provide you income for retirement that will outlive you, and can eventually be passed on to your heirs.
 
We have extensive experience in Asset Management,  infrastructure and retirement portfolio growth strategies. We can design a step-by-step, cost-effective plan for you to achieve optimum income growth by controlling taxes, staying ahead of inflation and stabilizing youassetr account in a not-too-stable market.
 
 
Authorized Independent Agent
Karla Leonard-Davis
CA License #0B42336
IMI ASSET MANAGEMENT COMPANY
12575 Aster Court
Rancho Cucamonga, CA 91739
 
CONTACT NUMBERS:
Toll Free:   888-383-3068
Fax:       888-383-3068
Local:     951-333-2080


 
We offer:
  • Retirement Portfolio Annual Reviews
  • Immense experience without an immense price
  • Short-term and long-term assistance
  • Education on all recommended products
  • Ongoing management and support for all your retirement needs
  • 1035 Exchanges
  • Rollover/Transfer/Setup of IRA/ROTH/SEP/401(K) Plans
 
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ANALYSIS
 
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COMPLIMENTARY  REPORTS

Knowing  Social Security Benefit Options



Avoid Making
The 6 Biggest Mistakes
When Setting Up A Living Trust 
 
 
Seniors!
Do You Know The Jealously Guarded Secrets Banks Hide From You That Could Cost You Thousands?

 
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control of your finances.
 
IMI NETWORK PARTNERS
 
If we cannot help you,
we've partnered with
other professionals who can.
 
 
 
  for a FREE initial consultation!
 
15 Years of
1995-Current
Excellence in California
 
5 Years of
1990-1995
Excellence in Maryland
 
 
 
 
 
Common mistakes people make that costs them
their retirement savings & legacy to heirs:
 
  1. Failing to consider long-term care needs
  2. Failing to consider the effects of inflation
  3. Failing to take advantage of the years immediately before retirement
  4. Making large loans to family & friends
  5. Overestimating how much you can withdraw from your nest egg
  6. Over managing a retirement portfolio
  7. Taking too much risk with investments
  8. Underestimating life expectancy
  9. Underestimating expenses in retirement
  10. Focusing on your NEST EGG to the exclusion of all else
 [THE WALL STREET JOURNAL. Monday, October 22, 2001 c2001 Dow Jones & Company, Inc. All Rights Reserved.]
 
We address all these issues in your initial FREE consultation!
 
 
 
IMI ASSET MANAGEMENT COMPANY
Rancho Cucamonga, CA 91739
Karla Leonard-Davis -  Authorized Independent Agent
CA License #0B42336
Serving California Residents Since 1995
Phone/Fax:  888-383-3068
 
 
IMI Financial Services
|
|
12575 Aster Court
Rancho Cucamonga , CA , 91739 USA
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Phone 8883833068
Fax 8883833068
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