You’ve Entered the Retirement Red Zone: Part 1
In this first part of the two-part episode of Retire Your Way with ILG F [...]
September 2023
August 2023
Pickleball is the new hottest physical activity for those nearing or in retirement
In recent years, a growing number of those nearing or already retired have [...]
Chase’s Pick: “5 Unexpected Expenses to Prepare for in Retirement”
Article published by Entrepreneur.com Written by Jordan Bishop "It's no sec [...]
Ten Birthdays Impacting Your Retirement Income
Your age significantly affects how much money you'll have during your retir [...]
Retiring Baby Boomers Could Spell Trouble for Workers
For the past 50 years, the baby-boomer generation, which are those born [...]
What You DON’T Know About 529 College Savings Accounts
School’s back in session and you may have found yourself thinking about [...]
Commonly Overlooked Healthcare Expenses
Proper retirement planning is vital for securing financial well-being durin [...]
A Cautionary Tale of Estate Planning
It was a significant moment etched in history—August 16, 1977—when the worl [...]
Regain Confidence and Restore Your Retirement
The path to retirement can often seem daunting, with the end goal appearing [...]
Tips for Leaving an Inheritance to Family
Make sure you think about potential disruptions and plan ahead of time Fami [...]
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.