"Keeping the beat 'thriving' in business and through retirement!"
Our company is based on the belief that our customers' needs are of the utmost importance. Our entire goal is committed to meeting those needs to California Residents. We realize that the process of creating a strategy for retirement can feel pretty intimidating, however it doesn't have to feel that way, particularly if you are in good hands with a reliable and trust-worthy professional insurance agent. As a result, a high percentage of our business is from repeat client business and referrals.
IMI Asset Management Company is a company young in name only. It's true roots have been around for over seventeen years and is backed with a tremendous amount of insurance industry experience. Investment Management International (IMI ) / IMI Financial Services was the Parent Company started in 1995 in which Karla M. Leonard served as President and Retirement Specialist.
IMI Financial Services was the insurance based side of the business where Ms. Leonard served as President and Retirement Specialist. She has directed the company with over thirty years administrative and insurance industry experience.