Who Makes the Decisions If a Loved One Can’t?
Navigating care for a loved one can involve important decisions about their health, finances, and overall care. On the latest e [...]
Long-Term Care: What Most Families Get Wrong
Planning for long-term care can feel overwhelming, but it doesn’t have to be. On the latest episode of the Retire Your Way with [...]
Long-Term Care Planning Basics for Your Future Health and Financial Needs
Planning for long-term care involves evaluating potential future needs and understanding the available options for care and fundin [...]
Choosing the Right Protection: Disability, Life, and Long-Term Care Insurance
Understanding how to navigate insurance options is an essential part of building a well-rounded financial plan that helps protect [...]
Chase’s Pick: “‘A rude awakening’: Scarecrow laws threaten to make middle-aged Americans responsible for their parents’ medical bills — and long-term care costs are soaring”Chase’s Pick: “‘A rude awakening’: Scarecrow laws threaten to make middle-aged Americans responsible for their parents’ medical bills — and long-term care costs are soaring”
Chase’s Pick: “‘A rude awakening’: Scarecrow laws threaten to make middle-aged Americans responsible for their parents’ medical bills — and long-term care costs are soaring”
Published by Moneywise.com Written by Lou Carlozo "Two facts of life have become impossible to ignore: The U.S. population is agin [...]
Mailbag Part 1: Answering Viewer Submitted Questions
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dip into the mailbag to answer vie [...]
Israel Chavez, Jr. joined the ILG Financial team in 2026 as a Service Advisor. A graduate of Howard University, Israel was also a Division I student-athlete, competing as a goalkeeper for the university’s soccer program. His experience balancing academics and collegiate athletics helped shape the discipline and competitive mindset he brings to his role at ILG Financial.
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.