"Join us on our exciting journey as we passionately pursue our mission!"
IMI is a Senior Advisor with a financial consulting firm whose expertise is in helping Mainstreet Businesses generate cash flow. As leaders in the industry for over 23 years we have identified over $37 billion in tax incentives for our clients. Our clients have leveraged these tax incentives to increase cash flow, fund programs/projects or offset money that is owed to Uncle Sam (taxes) annually. Our passion is to make sure our clients continue to tap into the $2.3 trillion in tax credits and incentives available to them NOW.
IMI has over 29 years of experience as asset managers, retirement specialist, and insurance professionals. We structure our clients’ retirement portfolios to be tax-free, risk-free and insure their greatest asset, their income. Our focus is protecting our clients in case they live too long, die too soon or become critically ill or disabled. Also, we create pensions, so our clients never run out of money in retirement. These goals are achieved through utilization of various life insurance products. We also educate our clients on The New Rules of Money.
"Exciting Products & Amazing Benefits!"
Tax Credits and Incentives to increase cash flow, fund programs and reduce tax liability
Employer Benefit designed specifically for the employer to increase wealth for retirement - tax deferred, tax-free, risk-free wealth and create pensions with income for life
Employee Benefits to help retain employees
Health benefits with cost designed for employer budget and choice of medical insurance carriers for employees & Free Prescription Drug Program
Long Term Care – Free Seminar on Update of potential New California State-Wide Long Term Care Insurance Program
New Rules of Money Strategy Sessions for Employer & Employees
Income4Life Create Personal Pensions - Never run out of money during retirement
Corporate & Business Financing for Business Owner
Debt Elimination for Business Owner & Employees to eliminate debt and allow savings and wealth to increase
Medical Underpayment Audit We work with healthcare facilities across the country helping them find and capture significant cash flow from our proprietary stand-alone underpayment recovery system.