Dave Lopez has been featured as a contributor in many publications including Yahoo! Finance, Market Watch, and The Star Tribune. He is a recognized speaker on the topic of Retirement Planning. Through workshops and adult education classes, Dave has presented on over 200 occasions to over 4,000 attendees over the last 9 years. Through his classes and workshops, Dave walks attendees through a step-by-step process to build out a plan for their retirement, using strategies designed to protect and preserve assets, manage market risk, increase retirement income and reduce taxes.
Dave is an Investment Advisor Representative with AlphaStar Capital Management and the Founder and Managing Member of ILG Financial, located in Stafford, Virginia. ILG Financial is a member of the Better Business Bureau and the Fredericksburg Chamber of Commerce. Dave is also proud to be a member of the National Ethics Association.
Dave graduated from James Madison University with a double major in Mathematics and Computer Science. After graduation, he spent 18 years in the Insurance Industry helping clients protect assets from loss.
Dave and ILG Financial currently have over 70 Million dollars under management for their Clients in a combination of Investments and Insurance-based tools.
Download my chapter "The Retirement Income Myth: Income Rider and Sequence of Return Risk" from the Best-Selling book Momma's Secret Recipe for Retirement Success!
Long after the restaurants and hotels are open again, t [...]
The post Far-Reaching Effects of This Pandemic on Social Security and Taxes appeared first on ILG Financial.
Even as life starts to return to normal for some, those [...]
The post How To Stay Independent When You Have To Self-Quarantine appeared first on ILG Financial.
If your financial or employment situation has changed d [...]
The post Should You Claim Social Security Early Due to Financial Hardship? appeared first on ILG Financial.
Recent events have everyone wondering when a sense of n [...]
The post How The Coronavirus Shutdown Could Affect You in the Long-Term appeared first on ILG Financial.