The mission of Financial Security Group (FSG) is to provide current, thoughtful and ethical advice to clients while helping them to maintain their financial and social independence.
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 premier “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 expertise 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.