3-Step Strategy to Clarify Your Retirement
Planning for retirement often revolves around financial security, but under [...]
June 2024
Is a Roth Conversion the Right Strategy?
When planning for retirement, one of the strategies to consider is a Roth c [...]
May 2024
Two Scams Targeting Seniors – Don’t Become a Victim
Scammers targeting seniors and those in retirement pose a great risk to [...]
Five Easy Steps to Building Your Emergency Fund
Adopt a disciplined approach to avoid costly decisions and ensure stability [...]
Dave’s Pick: “Millions of Americans are set to lose a popular 401(k) benefit — are you one of them? Here’s what it is and what it means for you”
Published by Moneywise.com Written by Chris Clark "Higher earners, heed thi [...]
Scam of the Month: Healthcare Hijinks
In this month’s scam, cybercriminals are tricking healthcare workers into s [...]
The Survivor Tax Trap
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
Rising Above Market Volatility: Why Long-Term Investing is Your Best Bet
Market volatility is an inescapable aspect of investing. It is characterize [...]
April 2024
Maximizing Social Security Benefits: Smart Timing and Planning
Navigating Social Security benefits effectively requires strategic consider [...]
Strategic Business Succession Plan: Should You Involve Your Children?
Business succession planning is an important process for ensuring the long- [...]
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.