It’s Time to Think Differently About Your Retirement.
Get Started With ILG Financial’s Toolkit
Thinking differently begins with education. The ILG Financial Toolkit is your go-to source for finding the information you want. You’re one click away from starting your journey to financial independence.
The Focus Your Retirement Deserves Today and in the Future.
About ILG Financial
ILG might sound like three little letters, but for more than a decade these three little letters have helped people retire securely, protect their nest-eggs, send grandchildren to college, take trips of a lifetime, and live life on their terms. And that’s because ILG stands for Income, Legacy, and Growth, and it’s the foundation of everything we do.
You’ve spent your life building your own history, your traditions. Now it’s time to think about how you’ll spend the next 20 to 30 years of your retirement. It’s time to plan for a new future.
It’s time to think differently.
We know you’ve worked hard to accumulate your nest-egg. We also know that the current market is experiencing some of the biggest swings seen in many years. ILG Financial has provided wealth management and retirement planning guidance in the Fredericksburg, Stafford, and Northern Virginia areas for more than a decade. We’ve navigated the many highs and lows over the years. Through our disciplined yet insightful approach to wealth management, we help our clients achieve their retirement goals and maintain their preferred lifestyle throughout their retirement.
Listen to Retire Your Way Podcast!
Find out what it means to Retire Your Way by subscribing and listening to ILG Financial’s podcast. You’ll hear founder Dave Lopez and advisor Chase Lopez talk about current events impacting the economy and overall retirement landscape, as well as ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history.
Click below to listen to the latest Retire Your Way podcast episode!
People often think about things like long-term care and life insurance when they’re building out their retirement plan. However, most often forget to consider how healthcare and Medicare can impact their financial retirement plan as a whole. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez dives into the differences in “parts” of Medicare and what Medicare does NOT cover; along with why it is so important to consider these pieces when you are building or relying on your retirement plan. This is part one of a two part episode.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.