Dave’s Pick: “The Joy Of A Little Retirement Job”
Article originally published by Forbes.com Written by Bobbie Rubin "I was [...]
April 2022
March 2022
Women’s History Month: Ten strategies to help you take care of yourself and prepare for retirement
Put Retirement Planning at the Top Like so many women, are you constantly j [...]
Dave’s Pick: “Scaling the Retirement-Savings Peak Is Tough; The Descent Is Tougher”
Article originally published by Kiplinger.com Written by David Domenick Jr [...]
February 2022
Have You Created Your Retirement Road Map
One of the most complex parts of preparing for retirement is thinking about [...]
January 2022
Dave’s Pick: “Every Retirement Plan Should Include These 5 Points”
Article originally published by Kiplinger.com. Written by Chris Wilbratte " [...]
October 2021
Dave’s Pick: Congress’s $3.5 Trillion Spending Package… What’s Coming?
By now, everyone has heard or read about the $3.5 trillion tax and spending [...]
How Social Security and Retirement Impact Women
Social Security is neutral with respect to gender—individuals with identica [...]
August 2021
The Ten Critical Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age p [...]
July 2021
The Costs of Retirement and Ways to Minimize Them
The 2019 Employee Wellness survey by PwC found that 73% of Millennials, 70% [...]
March 2021
2020 Changed How Your Financial Professional Works with You
The loose definition of a financial professional is someone that provides i [...]
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.