Are Bonds Still the Right Tool for Your Retirement Plan?
Dave and Chase discuss the history of bonds as an investment tool and how those tools may not be serving you the same today as [...]
The Fed Raises Rates, Should You Sell Bonds?
Don’t let public perceptions drive your investing, because that’s speculating On May 4th, the Federal Reserve raised interest rate [...]
Chase’s Pick: “Choppy Market Impacting Your Retirement Income Plan?”
Article originally published by Kiplinger.com Written by Jerry Golden "In response to the wild market swings caused by inflation a [...]
How Target Date Funds Can Work For or Against You in Retirement
On this episode of the Retire Your Way Video Series, Dave and Chase discuss target date funds and how they can work for or agai [...]
Interested in Annuities but Myths Holding You Back?
If the fear of outliving your retirement savings haunts you, then looking into income sources that can keep going as long as you d [...]
Why Even the Healthy People Consider Life Insurance
Insurance gets a bad rap and, as policies go, life insurance might be at the top of the list. But we’d like it to be on the top of [...]
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.