The Roth IRA as a Tax Planning Tool
Taxes may be one of your biggest concerns when it comes to retirement. Whet [...]
December 2022
Don’t Have a Taxing 2023
You may assume that there are no more tax minimization strategies to engage [...]
Four Actions to Take if You’re Retiring Next Year
Retirement is a major transition point – as you go from saver to spender It [...]
Staff Christmas Message 2022
This year, we asked our staff what they're thankful for. Merry Christmas [...]
Three Things to Get Right if You’re Retired
Financial planning is mainly focused on getting people to retirement. Bu [...]
November 2022
Give Yourself a Boost Towards Your Financial Goals
For some, especially during these tough market conditions, their retirement [...]
How to Save for a Major Expense in Retirement
Saving for large expenses, whether in retirement or during your working yea [...]
You Won’t Reach Your 2023 Financial Goals Without Priorities
If you search the Internet for tips on financial strategies, you’ll see man [...]
Assessing Your Financial Goals for 2023
For many, the turn of the new year is a time to self-reflect and make resol [...]
Why You’ve Never Heard of Sequence of Return Risk… And How it Can Devastate Your Retirement!
On the latest episode of the Retire Your Way with ILG Financial video se [...]
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.