ILG Financial llc.

ILG Financial LLC is a financial planner in Stafford, Virginia. The firm provides wealth management and retirement planning guidance to clients throughout the Fredericksburg and Northern Virginia areas. Their specialized services include income planning, tax minimization, long-term care planning, and legacy planning.

The firm operates under the principle that its name represents Income, Legacy, and Growth. With over a decade of experience, the team utilizes a disciplined five-step process consisting of discovery, strategy, due diligence, implementation, and monitoring and adjusting. They focus on helping clients achieve retirement goals and maintain their preferred lifestyles through comprehensive written retirement plans. Their expertise extends to addressing dependable income streams, healthcare expenses, and real estate considerations such as 1031 exchanges.

Located on Oakridge Drive, the office is situated near Garrisonville Road. The business is a short drive from Merit School, the Garrisonville Post Office, and the Porter Memorial Library, and is approximately 0.8 miles from the Bowhead/UIC government office.

The firm is recognized for its high standards of professionalism and integrity. The team includes highly qualified professionals, including Chase Lopez, who holds a Certified Financial Planner® designation, and Dave Lopez, who has been named Advisor of the Year by AlphaStar Capital Management. Their reputation is built on a foundation of disciplined planning and a commitment to helping clients navigate complex market fluctuations.

ILG Financial LLC provides essential retirement planning guidance and wealth management services to the Stafford community and the surrounding Northern Virginia region.