Your 2022 Shredding Checklist
Recently, you may have seen a sign near your bank or local municipality tou [...]
April 2022
Dave’s Pick: “The Joy Of A Little Retirement Job”
Article originally published by Forbes.com Written by Bobbie Rubin "I was [...]
Asset-Protection Strategies Worth Knowing
If you own substantial assets or are coming into a sudden windfall, such as [...]
Talking Tax Benefits of Annuities
An annuity is an insurance product that pays out guaranteed income and can [...]
Long-Term Care Insurance Premium Deductibility
According to IRS Revenue Procedure 2020-45, a couple age 70 or older who bo [...]
IRS Tax Suggestions for New Business Owners
According to the US Census Bureau, there were 430,411 new business applicat [...]
Target Date Retirement Funds: Are They Right For You?
If you are in or near retirement, you may have heard the term “target-da [...]
Acquaint Grown Children with Your Financial Affairs
Many parents may feel it is unnecessary to inform their adult children abou [...]
March 2022
Women’s History Month: Ten strategies to help you take care of yourself and prepare for retirement
Put Retirement Planning at the Top Like so many women, are you constantly j [...]
Chase’s Pick: “Annuities could soon qualify as a default investment in 401(k) plans”
Article originally published by CNBC.com Written by Sarah O'Brien "Lawmaker [...]
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.