Imi Asset Management Company
IMI Asset Management Company, located in Jurupa Valley, CA, specializes in assisting small to mid-size businesses, medical professionals, and high net worth individuals with financial planning and management. With over 25 years of experience, they offer a range of services including retirement planning, life insurance, and tax incentives, ensuring that businesses capture available federal funding and create strategic exit plans.
The firm is dedicated to addressing concerns about income sustainability during retirement and emphasizes personalized solutions, such as the STRYDE Retirement Program. Their commitment to clients is underscored by a pay-for-performance model, where they only earn fees if they successfully identify savings and incentives for their clients.
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