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Our company works with BUSINESS OWNERS, MEDICAL PROFESSIONALS and ENTREPRENEURS to help in 3 key areas:  Reducing Overall Expenses, Financial Services and finding Speicalized Tax Incentives



"Wake up! ...it's time to SAVE!"

"SAVING vs INVESTING ...Not Knowing The DIfference Could Hurt You"

 The biggest mistakes of Baby Boomers is thinking they are SAVING for retirement ...but they haven't been saving at all, they've been  INVESTING!

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IF YOU'RE WONDERING "IF" YOU QUALIFY,  THE ANSWER IS 'ANY' BUSINESS WHO HIRES EMPLOYEES QUALIFIES 

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KARLA M. LEONARD    CEO/ Asset Manager


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                                                                       IMI Asset Management Company

3200 Guasti Road, Suite 100                                                                                               Phone: 909.456.8939

Ontario, CA 91761                                                                                                                    Phone/Fax: 888.383.3068

CA License No. 0B42336                                                                                                       Mobile : 951.333.2080

VA License No. 877637                                                                                                         Email: [email protected]