Tax Timebomb – Don’t Be a Victim to This Retirement Threat!
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
January 2025
Simple Financial Strategies to Help Single Parents Build a Stronger, More Confident Future
Being a single parent means juggling responsibilities, especially when it c [...]
Create an Investment Portfolio that Aligns with Your Goals and Investing Style
Building and maintaining an investment portfolio involves strategic plannin [...]
Balancing Risk and Return and Understanding Asset Allocation to Optimize Your Investments
Asset allocation is a key concept in portfolio management, focusing on dist [...]
Checking in with Your 2025 Spending Plan for the New Year
The start of a new year is the perfect time to evaluate your financial habi [...]
Set Practical Goals for Real Progress in 2025
Setting realistic financial goals is a cornerstone of effective money manag [...]
Truths and Myths About Social Security
A few times a year we have the privilege of chatting with Social Securit [...]
Scam of the Month: From Tickets to Email Trickery
If you recently bought a ticket to a local event, you may have used Eventbr [...]
December 2024
The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers
In 2024 alone, the Baby Boomer generation moved billions from retirement [...]
The Financial Impact of Delayed Retirement: Is It Worth Waiting?
Deciding when to retire is one of the most significant financial choices ma [...]
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.