Establishing New Year Objectives and Setting Effective Financial Goals for 2026
As 2025 comes to a close, now is the ideal time to reflect on your financial progress and set goals for 2026. Whether you’re focus [...]
The Hidden Power of True Financial Independence
What Does It Really Mean to Be “Independent” in Financial Planning? On the latest episode of the Retire Your Way with ILG Finan [...]
Building Passive Income Strategies to Support Your Financial Goals
Passive income is a financial concept that allows you to earn money with minimal ongoing effort. Unlike traditional active income, [...]
How Preparing Your Finances for the New Year Sets You Up for Success
As the calendar year winds down, it can be helpful to take stock of your financial situation and consider year-end moves that may [...]
Understanding the Importance of Regular Financial Reviews for Achieving Your Goals
Financial goals and circumstances rarely stay the same over time. Life events, market conditions, and personal priorities can shif [...]
Supporting Adult Children While Nearing Retirement: How to Navigate
People are providing more aid to adult children and having children later in life. The combination can make it hard to save for [...]
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. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
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.
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.
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.
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.