Your Investment Life in Two Phases: The Accumulation Phase and the Distribution Phase
There are two phases in your financial life. The accumulation phase, where you accumulate your wealth in your working years, an [...]
Qualified Charitable Distributions to Reduce the RMD Tax Burden
When you started out saving for retirement, you may have contributed to an IRA or 401(k) through your employer. In addition, you h [...]
Reducing Taxes on Investments
Achieving a comfortable retirement often comes down to investment performance and tax burden. However, it’s a tricky task to balan [...]
The Roth IRA as a Tax Planning Tool
Taxes may be one of your biggest concerns when it comes to retirement. Whether you’re well into your retirement or just starting t [...]
Don’t Have a Taxing 2023
You may assume that there are no more tax minimization strategies to engage in after December 31. While most of your tax-lowering [...]
Four Actions to Take if You’re Retiring Next Year
Retirement is a major transition point – as you go from saver to spender It's common for people who are retiring to set their reti [...]
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. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
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.
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.
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.