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"Keeping the 'beat' thriving in business and through retirement!"

(888) 383-3068

Click the button to schedule an APPOINTMENT OR CHAT

Welcome to IMI Asset  Management Company

SMALL TO MID-SIZE BUSINESSES | MEDICAL PROFESSIONALS | ENTREPRENEURS | HIGH NET WORTH INDIVIDUALS

SENIOR ADVISORS -GMG SPECIALIZED TAX INCENTIVE GROUP

IMI Asset Management Company has helped thousands of companies as Senior Advisors with GMG (Growth Management Group, LLC) reduce expenses and obtain large federal tax incentives that would otherwise go uncaptured.  If we can’t find ways to put money back into your P&L, we don’t get paid. Period!

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BUSINESS EXIT STRATEGIES | STRYDE RETIREMENT PROGRAM

Do you have a business Exit Strategy?   Through our partnership with STRYDE Solutions, LLC we have the ability to work with many businesses to facilitate individualized, personalized and proprietary retirement programs.

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STRYDE CORPORATE LOAN SERVICES

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401K & PENSION ROLLOVER | ANNUITIES | LIFE INSURANCE | LONG-TERM CARE

RETIREMENT SPECIALIST | LIFE INSURANCE PROFESSIONAL

MARRIED COUPLES | INDIVIDUALS who have concern about:

  1. - running out of money during retirement

  2. - how to increase retirement income and protect your hard-earned money from uncertainty

  3. - Long-Term Care

 

As a Retirement Specialist and Insurance Professional for over 25 years, we specialize in addressing the sharp increase of concern couples and individuals have of outliving income money in retirement. IMI has an INCOME FOR LIFE Report that we do. It shows, when you retire, how much income you will have each year for the rest of your life. Typically, what we are seeing is a 65% loss of income for the surviving spouse. If you'd like to see your numbers, please give us a call or

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IMI ASSET MANAGEMENT COMPANY SERVICES AT-AT-GLANCE

[CLICK ON SERVICE BOX TO "LEARN MORE"]

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KARLA M. LEONARD    CEO / Asset Manager / Insurance Professional 

GMG - Senior Advisor

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IMI Asset Management Company

7710 Limonite Avenue, Suite E

Jurupa Valley, CA 92509 

CA License No. 0B42336

VA License No. 877637

Phone / Fax: 1.888.383.3068 

GMG Phone: 1.888.705.5557 x 6694

Mobile : 951.333.2080

Email: kmld@imiassetmanagementco.com 

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