It’s Time to Think Differently About Your Retirement.
Get Started With ILG Financial’s Toolkit
Thinking differently begins with education. The ILG Financial Toolkit is your go-to source for finding the information you want. You’re one click away from starting your journey to financial independence.
BLOG
BLOG
Read our latest financial news and commentary on our blog.PODCAST
PODCAST
Click below to listen to ILG Financial’s Retire Your Way Podcast.REAL ESTATE
REAL ESTATE
Learn more about how alternative investments could fit into your financial plan.THE LITTLE RED BOOK OF RETIREMENT SERIES
THE LITTLE RED BOOK OF RETIREMENT SERIES
The Little Red Book of Retirement series addresses important questions that pertain to your retirement planning needs.USEFUL GUIDES
USEFUL GUIDES
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The Focus Your Retirement Deserves Today and in the Future.
About ILG Financial
ILG might sound like three little letters, but for more than a decade these three little letters have helped people retire securely, protect their nest-eggs, send grandchildren to college, take trips of a lifetime, and live life on their terms. And that’s because ILG stands for Income, Legacy, and Growth, and it’s the foundation of everything we do.
You’ve spent your life building your own history, your traditions. Now it’s time to think about how you’ll spend the next 20 to 30 years of your retirement. It’s time to plan for a new future.
It’s time to think differently.
We know you’ve worked hard to accumulate your nest-egg. We also know that the current market is experiencing some of the biggest swings seen in many years. ILG Financial has provided wealth management and retirement planning guidance in the Fredericksburg, Stafford, and Northern Virginia areas for more than a decade. We’ve navigated the many highs and lows over the years. Through our disciplined yet insightful approach to wealth management, we help our clients achieve their retirement goals and maintain their preferred lifestyle throughout their retirement.
<p”>Listen to Retire Your Way Podcast!
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Find out what it means to Retire Your Way by subscribing and listening to ILG Financial’s podcast. You’ll hear founder Dave Lopez and advisor Chase Lopez talk about current events impacting the economy and overall retirement landscape, as well as ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history.
Click below to listen to the latest Retire Your Way podcast episode!
Gold has been on a remarkable run, but investors thinking about cashing in may be overlooking an important detail: taxes. On this episode of the Retire Your Way with ILG Financial Podcast, Chase breaks down how gains from physical gold, gold-backed ETFs, and gold futures can all be taxed differently and why selling at the wrong time or in the wrong account could create an unexpected tax bill. It is a timely conversation for retirees and pre-retirees who want to better understand how gold fits into a broader financial strategy before making a move.
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.
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.
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.
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor and obtained his