ILG Financial is a financial services firm dedicated to helping its clients achieve every one of their lifetime financial goals. Our team provides comprehensive financial planning, including income and wealth preservation planning.
As the founder and an Investment Advisor Representative with AlphaStar Capital Management, Dave Lopez has a fiduciary responsibility to his clients and those he serves. He also understands that no one strategy fits everyone. This is why he has carefully selected a team of specialists and strategic alliances to craft custom strategies based on each client’s unique needs.
It’s a busy time of year.
For many people,it’s easy to forget about tax planning.
Use this guide to help minimize your risks
and maximize your opportunities.
We customize appropriate strategies to suit your retirement vision and objectives.
Whether its ideas from the industry or emerging trends, you can read about here.
Browse our video library collection to learn about important topics that directly impact your retirement.