Advanced Tax Strategies for High-Net-Worth Individuals
High-net-worth individuals (HNWIs) often find themselves facing complex tax situations due to their substantial wealth. As governm [...]
Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families
Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but [...]
How to Maximize Retirement Accounts from Former Employers
The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers [...]
Bonus Episode: More with Social Security Expert Hamilton Morales
Chase Lopez's discussion with national Social Security expert Hamilton Morales was so informative that we created a bonus episo [...]
Chase’s Pick: “Retirement withdrawal rules are ‘crazy’ this year, IRA expert says. Here’s what you need to know”
Published by CNBC.com Written by Kate Dore "As a retiree, mandatory retirement plan withdrawals can be a source of stress and conf [...]
Exposing Retirement Planning Complaints: Part 1
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss some of the myths, anxieties, an [...]
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor and obtained his