How to Divide an Inheritance Equally
Minimize the need to decide taxes and transaction costs for all beneficiari [...]
September 2022
Market Volatility and Its Impact on Your Retirement
The stock market experienced a significant growth period from 2012 to ea [...]
“Take the Bait” 8 with Michelle Migliorini
Most of you know our Client Relations Coordinator Michelle Migliorini but w [...]
What are I Bonds…and should I buy one?!
On this episode of the Retire Your Way with ILG Financial video series, [...]
Chase’s Pick: “The 60/40 strategy is on pace for its worst year since 1936”
Published by Yahoo! Finance Written by Dani Romero "The recent synchronized [...]
Making Sense of the Student Loan Forgiveness Program
The new student loan forgiveness plan proposed by President Biden has be [...]
August 2022
Inflation – What You Need to Know
People have been feeling the effects of inflation in nearly every aspect of [...]
Protecting Your Retirement with the Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the n [...]
Annuities – A Little-Known Retirement Secret
You’re probably familiar with the classic retirement accounts such as 401(k [...]
Are Your Retirement Accounts Prepared for Taxes?
Taxes are one of the most important things to consider when it comes to you [...]
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.