Exploring the Benefits and Considerations of Adding Annuities to Your Retirement Plan
Planning for retirement involves making thoughtful decisions about how to create a sustainable income that lasts throughout your lifetime. One option to consider as part of your retirement strategy is [...]
Inflation & the Rising Costs of Summer Vacations
A staycation can create lasting memories without the financial strain As summer rolls along, many families start dreaming of sandy beaches, scenic roa [...]
Mailbag: 401k and Company Stock, Systematic vs Unsystematic Risk, and Timing the Market
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dive back into the viewer mailbag to answer questions about [...]
Secure Your Family’s Future by Understanding the Truths About Life Insurance
As young couples embark on new milestones like buying their first home or starting a family, ensuring financial security for loved ones becomes paramo [...]
Effective Tax Strategies for Wealthy Individuals
Navigating the complex world of taxation can be a significant challenge for high net worth individuals (HNWIs). With various income streams and substa [...]
Strategies for Balancing Risk and Reward in Your Investments
Investing is a powerful tool for wealth creation, but it inherently involves risk. Understanding and managing this risk is crucial to achieving your l [...]
A Guide to Help You Gain Confidence as an Investor
Venturing into the world of investing can be a powerful way to build wealth over time, but it often feels overwhelming for those who are just starting [...]
Social Security Scenarios With Hamilton Morales
On this episode of the Retire Your Way with ILG Financial Podcast, national Social Security Expert and Senior Vice President at Financial Independe [...]
Mid-Year Retirement Planning Checklist: Are You On Track?
Revisit, Revise, and Strengthen Your Financial Plan for the Remainder of 2024 Planning for retirement demands a lot from us – and it’s not a one-time [...]
Great Wealth Transfer: Making History for Women
Women will manage unprecedented amounts of money and reshape lives The Great Wealth Transfer is a colossal shift in who owns money in the United State [...]
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.