Year-End Tax Optimization: Strategies to Minimize Your Tax Burden
As the end of the year approaches, it’s a prime time to review your financial situation and make adjustments that could impact you [...]
Mailbag: Inherited IRAs, Roth Conversions, Debt in Retirement, and Investing for Young Adults
On this episode of The Retire Your Way with ILG Financial Video Series, Dave and Chase finish up their most recent mailbag seri [...]
Getting Ready for a Cold Market: Financial Planning for Uncertain Times
As winter approaches, we naturally adjust our habits and prepare for the seasonal changes. Whether you're in colder states, invest [...]
Interviewing Financial Advisors: 10 Key Questions to Ask
Selecting a financial advisor is an important decision when working toward your financial goals. Similar to choosing a doctor or l [...]
Choosing the Right Protection: Disability, Life, and Long-Term Care Insurance
Understanding how to navigate insurance options is an essential part of building a well-rounded financial plan that helps protect [...]
Financial Transparency: Long-Term Financial Planning Tips for Couples
Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about th [...]
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.