Advanced Tax Strategies for High-Net-Worth Individuals
High-net-worth individuals (HNWIs) often find themselves facing complex tax [...]
December 2023
Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families
Affluent individuals often turn to legacy planning for families to ensure t [...]
How to Maximize Retirement Accounts from Former Employers
The journey to retirement spans a lifetime, marked by the pursuit of a fulf [...]
November 2023
Bonus Episode: More with Social Security Expert Hamilton Morales
Chase Lopez's discussion with national Social Security expert Hamilton M [...]
Chase’s Pick: “Retirement withdrawal rules are ‘crazy’ this year, IRA expert says. Here’s what you need to know”
Published by CNBC.com Written by Kate Dore "As a retiree, mandatory retirem [...]
Exposing Retirement Planning Complaints: Part 1
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
October 2023
The Art of Financial Planning: Building a Solid Foundation
Some people avoid financial planning because they feel overwhelmed by all t [...]
Small Business Success: Financial Planning for Entrepreneurs
Small businesses represent a crucial pillar of the U.S. economy, as they em [...]
Navigating Financial Stress During the Holidays
The holiday season is often portrayed as a time of joy, togetherness, and c [...]
Retirement Income Streams: Diversification for Financial Stability
Retirement is one of the most significant milestones in life. It represents [...]
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.