President, Financial Security Group
JoAnn is a Financial Planner with national training in the matters of senior planning, taxation, and finance. Her areas of specialty include working with retirees or soon-to-retire people who want to protect their principal and ensure that they will not outlive their money. She helps her clients preserve their capital, increase their income, save money on their income taxes, and organize their affairs.
She is also a frequent public speaker. She has been asked to speak before many civic organizations and church functions. She sponsors her own informational seminars several times each month at various locations in Arizona, Nevada, and California.
People who consult with JoAnn find greater peace of mind knowing that she is dedicated to staying current on senior issues. She has worked with seniors for over 30 years and specializes in Estate Planning, Retirement Planning, Legal Document Preparation, and Income Tax Preparation. As an IRS-Enrolled Agent, she is able to assist her clients and their families with income and estate tax return preparation.
Mrs. Regan attended the University of Texas where she majored in Business and Accounting. She has three children and three dogs. JoAnn spends her free time traveling, boating, and volunteering.
Financial Security Group
Financial Security Group was founded in 1999 by President, JoAnn Regan, EA, AZCLDP. As an A+ rated company with the Better Business Bureau, FSG has become the “one-stop answer shop”. We arm our clients with current, knowledgeable, factual, and ethical options to help them achieve their individualized goals and maintain financial security.
Serving thousands of clients since 1974, JoAnn’s experience encompasses Estate Planning, Tax and Financial Planning. JoAnn and her experienced team of advisors, Gerry Barnes and Steven Puckett, proudly offer services to identify solutions from the thousands of options available in order to create a personalized plan to help clients meet their financial and retirement goals.
As a company, we fully commit ourselves to the philosophy “Always do the Right Thing” for our clients.
Financial Security Group utilizes Sound Income Strategies, LLC for sub-advisory services.