Dave’s Pick: Effective Strategies for Managing Healthcare Expenses During Your Retirement Years
Retirement is often seen as a time to relax and enjoy the fruits of decades [...]
August 2024
Effective Methods to Reduce Your Tax Burden and Improve Financial Efficiency
While taxes are a part of financial life, implementing a strategic financia [...]
Estate Planning Tips for Young and Growing Families
As you nurture your growing family, your focus is often on the joys of buil [...]
Tips to Approach This Life Transition with Financial Savvy and a Positive Outlook
When your children grow up and ‘leave the nest,’ it marks a significant mil [...]
July 2024
The Single Greatest Account for Americans to Own?
Dave and Chase talk often about retirement vehicles on the Retire Your W [...]
Scam of the Month: Don’t Medal With Olympic Scams
With the Paris Olympics having begun, be on the lookout for phishing emails [...]
Inflation & the Rising Costs of Summer Vacations
A staycation can create lasting memories without the financial strain As su [...]
Mailbag: 401k and Company Stock, Systematic vs Unsystematic Risk, and Timing the Market
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
Secure Your Family’s Future by Understanding the Truths About Life Insurance
As young couples embark on new milestones like buying their first home or s [...]
Effective Tax Strategies for Wealthy Individuals
Navigating the complex world of taxation can be a significant challenge for [...]
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.