Having a Long-Term Perspective in Retirement
Navigate the ups and downs with confidence and stay on the right path Retir [...]
September 2024
Spending in Retirement: How to Save and Cut
The average American burns 75 percent of their monthly spending on just [...]
August 2024
Tips to Approach This Life Transition with Financial Savvy and a Positive Outlook
When your children grow up and ‘leave the nest,’ it marks a significant mil [...]
July 2024
The Single Greatest Account for Americans to Own?
Dave and Chase talk often about retirement vehicles on the Retire Your W [...]
June 2024
Mid-Year Retirement Planning Checklist: Are You On Track?
Revisit, Revise, and Strengthen Your Financial Plan for the Remainder of 20 [...]
Mailbag: How to Deal with the Anxiety of Retiring
Making the decision to retire can be an emotional one. Not only are you [...]
3-Step Strategy to Clarify Your Retirement
Planning for retirement often revolves around financial security, but under [...]
April 2024
Mailbag: How to Deal with the Anxiety of Retiring
Making the decision to retire can be an emotional one. Not only are you [...]
Questions to Ask If Navigating a Solo Retirement
Ensure your retirement is not only secure, but also vibrant and fulfilling [...]
Retirement Planning: Do We Stay or Do We Go?
Tips to find a balance that honors your emotional bonds and practical needs [...]
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.