We’ve Got Mail! You Asked, We Answered: Part 1
On the latest episode of Retire Your Way with ILG Financial, Dave and Ch [...]
July 2023
Your Finances are Changing… And You Had No Idea!
On the latest episode of the Retire Your Way with ILG Financial Video Se [...]
Asset-Rich but Cash Poor: Understanding the Retirement Predicament
Retirement is a time when most people expect to enjoy the fruits of their l [...]
Chase’s Pick: What is a Target-Date Fund?
A target-date fund is an investing tool, often in the form of an ETF or mut [...]
June 2023
Structured Notes: What Are They and How Do They Work?
Dave and Chase cover a lot of general retirement-related subjects on the [...]
May 2023
Retirement Planning For Young Adults
When we talk about the importance of retirement planning, we're usually [...]
Retirement Tips for the High Net-Worth Individual
Retirement is a major milestone in the life of every individual, and it is [...]
March 2023
Dave’s Pick: Planning For Unexpected Costs Before You Retire
Your retirement planning needs to incorporate more than just investments Yo [...]
February 2023
Five Questions to Ask As You Consider Retiring
Normal retirement age used to be 65, but things are way different today You [...]
January 2023
Dave’s Pick: “The federal spending bill will make it easier to save for retirement. Here’s how”
Article published by NPR.org Written by Arezou Rezvani "The $1.7 trillion s [...]
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.