LIVE OUT YOUR BEST RETIREMENT POSSIBLE
A Word from the Presenter, Dave Lopez
You’ve spent your life building a nest egg for the day you retire. Now it’s time to think about how you’ll spend the next 20 to 30 years of your life. It’s time to plan for a new future.
In my experience, many pre-retirees face this crossroads with uncertainty. Making the transition from wealth accumulation to a long-term income stream takes a change in mindset. It requires a different set of investment strategies, and it doesn’t happen overnight. I watched my father and other relatives go through retirement with poor outcomes. There may be a better way to plan for retirement than to simply put some money in stocks, some money in bonds, and hope for the best.
The “Little Red Book of Retirement” is the first step in gaining the knowledge you could use to make informed decisions about all the factors that can affect your retirement. I encourage you to read this book with an open mind and begin to think differently about retirement income planning. Don’t limit your success or create more risk based on incorrect information, misinformation or myths.
Use this book to help you plan for and live out your best retirement possible.
Choose one or more books to the right, fill out the form, and receive your full book(s)!
Here’s an excerpt from “The Little Red Book of Retirement” Series:
I have been blessed to watch three sets of relatives walk through the retirement process from beginning to end. I watched them enter retirement, enjoy and struggle in retirement, and “gracefully” exit retirement.
Things could not have gone smoother for my grandparents Dotsey and Johnny. My Dad, on the other hand, was not so lucky.
Dad thought he had done everything right. He had a high net worth and a large IRA that he did not need. Combined with his other assets, my Dad believed he had enough money to fund a long, comfortable retirement. He retired at age 56. But by the end of that year, he was diagnosed with prostate cancer and given a diagnosis of three years to live. By age 59, he was gone.
Now, it turned out my Dad did have plenty of money for his retirement. What he didn’t plan for, however, was dying early. And as a result, he gave a fortune away to the IRS.
To read more, download the book(s) now!
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.
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. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
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.
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. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.