Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation
These days we have been tackling a lot of the not-so-pleasant economic n [...]
July 2022
“Retirees planning to travel should check their Medicare coverage to avoid costly surprises”
Article originally appeared on CNBC.com Written by Sarah O'Brien "If you're [...]
Tips, Tricks, and Trip-ups with Estate Planning
On the latest episode of the Retire You Way Video Series with ILG Financ [...]
“Take the Bait” 8 with Terri Center
Most of you know our Client Account Manager Terri Center but we wanted to d [...]
How to Survive the Dog Days of Summer
It often seems as if summer lasts from Easter to Halloween. But we typicall [...]
401(k) Rollovers: What are they and are they the right option for you and your plan?
Dave and Chase discuss 401(k) Rollovers, what they are, and the differen [...]
Is the Roth 401(k) an Option for You?
Taking a closer look at whether it might be appropriate for your situation [...]
Making the Most of Your HSA
The average couple retiring today needs a whopping $315,000 to cover the co [...]
Don’t Let Inflation Stress You Out During Retirement
ForbesAdvisor.com recently reported, “According to a 2020 survey from Allia [...]
Different Generations, Different Financial Viewpoints
Every generation views their situation differently, from fashion to food to [...]
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.