Mid-Year Financial Checkup
The plans you considered so important at the end of 2021 may not hold that same importance now that we’re in the middle of 2022. I [...]
Inflation and its Impacts on Your Retirement
Dave and Chase discuss inflation and how it can potentially severely impact your retirement accounts. They dive into what infla [...]
Dave’s Pick: “Want to Unload That Investment Property? What Advisors Recommend”
Article originally published by Barrons.com Written by Cheryl Winokur Munk "With valuations high and many boomers gearing up for o [...]
Healthcare in Retirement; How Much Can You Expect to Spend?
We all know the chance of needing some sort of health care at some point in retirement is pretty much guaranteed. As we age, it [...]
Top Five Financial Tips to Share with Your Adult Children
If we're not careful with spending habits, the phrase “where does the time go?” can easily be applied to “Where does the money go? [...]
Enlisting the FIRE Movement to Retire Really Early
Are you considering retiring before your full retirement age? Then you’re a part of the FIRE Movement, also known in long-form as [...]
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.