Spring Cleaning for Your Financial Strategy
Come springtime, you might be thinking about doing some spring cleaning, whether it’s cleaning out your garage, throwing out old i [...]
Will Your Retirement Savings Be Enough? Ask These 5 Questions
Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirem [...]
How Do You Know if Your Assets are Diversified?
Using statistical correlations can help refine your investments and lower risk The turmoil in the markets in 2022 and 2023 has dem [...]
How the National Debt Can Impact Your Retirement
Dave and Chase discuss the unprecedented national debt situation America is currently in and why it is not only nearly impossib [...]
Understanding the Retirement Bucket Strategy
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, whic [...]
4 Tax Minimization Strategies to Try
Keep these tax tips in mind when constructing or revisiting your financial strategy. 1) Search for State and Local Tax Breaks H [...]
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.