Why IRMAA Matters to Those on Medicare
What is the Income Related Monthly Adjustment Amount (IRMAA)? If you have Medicare or are about to, it’s something you need to know about. Check out the latest episode of the Retire Your Way with I [...]
Tax-Efficient Ways to Share Wealth
The holiday season is a time for giving, and for those who wish to share their wealth, there are financially efficient strategies that help you give s [...]
Learning from the Past: Top 5 Stock Market Crashes in U.S. History – Part 2
In part two of this two-part episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the remaining two of the top fi [...]
Scam of the Month: Don’t Be Fooled By Fake Phone Numbers
In this month’s scam, cybercriminals are using Google search results to try to trick you into calling a phone number that they control. If you search [...]
Medicare: What It Doesn’t Cover and Why it Matters
Are you on or about to be on Medicare? Have you considered the things that Medicare doesn't cover? What about services like routine eye exams, hear [...]
Learning from the Past: Top 5 Stock Market Crashes in U.S. History – Part 1
In part one of this two-part episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss three of the top five stock mar [...]
Medicare: Everything You Need to Know About the Basics
People often think about things like long-term care and life insurance when they’re building out their retirement plan. However, most often forget [...]
Strategies to Navigate Estate Planning Challenges and Foster Harmony in Blended Families
Estate planning for blended families can be a complex and sensitive process. Blended families, which may include remarried spouses, stepchildren, and [...]
Understanding the True Cost of Delayed Financial Decisions and How to Overcome Them
Financial inertia—putting off or avoiding important financial decisions—can have significant consequences on your wealth. Many people delay actions li [...]
Start Early with These Practical Steps to Strengthen Your Financial Plan for the New Year
As 2025 approaches, now is an ideal time to review your finances and set goals that align with your long-term vision. Taking proactive steps early on [...]
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.
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.
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.
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.