Dave’s Pick: Effective Strategies for Managing Healthcare Expenses During Your Retirement Years
Retirement is often seen as a time to relax and enjoy the fruits of decades [...]
August 2024
August 2023
Pickleball is the new hottest physical activity for those nearing or in retirement
In recent years, a growing number of those nearing or already retired have [...]
Commonly Overlooked Healthcare Expenses
Proper retirement planning is vital for securing financial well-being durin [...]
October 2022
Longevity is Your Biggest Risk in Retirement; Are You Prepared?
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
September 2022
Dave’s Pick: “Are You Prepared for The Costs of Retirement?”
Healthcare is one of the largest expenses for people in retirement, but it’ [...]
August 2022
Commonly Overlooked Healthcare Expenses
Long-term care is generally the most significant question mark when saving [...]
June 2022
Healthcare in Retirement; How Much Can You Expect to Spend?
We all know the chance of needing some sort of health care at some point [...]
May 2022
Healthcare Industry and the Necessity for Coverage
Medical liability is a pervasive concern for physicians because of the pote [...]
February 2022
The Complexity of the Telemedicine Rollback
During the early months of the Covid-19 pandemic, all 50 states and the Dis [...]
July 2021
Important Paperwork Checklist
Certain documents ensure your ability to assist your loved ones in a medica [...]
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.