What Our Clients Are Saying
We were happy we had JoAnn and FSG’s assistance and direction in estate planning. I’d give her 10 stars if that were an option!
We feel so good and secure knowing JoAnn is the one handling our trust!
JoAnn Regan and FSG came into our lives in about 2003, and she was a life saver for our estate and financial situation. It was a life changing day that smoothed out our worries about our families and our future. She’s always been there for me, and when my husband passed away, I didn’t have the burden of worry about my financial future. Her support was invaluable. I consider JoAnn, her advice, and her staff to be a very special connection.
Professional, efficient and thorough, everything needed for planning the course of ones’ financial affairs.
JoAnn was terrific in understanding our needs and helping us understand alternatives and next steps. We look forward to working with her for a long time to come!!
Our first visit with JoAnn at Financial Security Group of Az, Inc. was a fact finding visit, we chose JoAnn on the spot to draft our Trust. She is very thorough and has a system where assets are transferred easily to a trust. We were happy we had JoAnn and FSG’s assistance and direction in estate planning. I’d give her 10 stars if that were an option!!
The experience was smooth, quick and painless!! Let’s face it, nobody looks forward to that day…but if you can leave feeling satisfied and confident that is a plus! Gets two thumbs up from me!!
Quick and professional!
As this new year begins, I want to take the time to drop you a short note to let you know how much Helen and I appreciate your assistance over the last few years. As you may recall, Helen attended one of your seminars on revocable trusts here in Laughlin. I was unable to attend as I was working out of state at the time. However, Helen took advantage of the offer you were making and some time later you visited our home and did the necessary paperwork to get the process started. It was during that meeting that you helped us with the decision which in reality saved our future. You noticed that our “Crown Jewel of Retirement”, a rather sizeable IRA was 100% invested in the stock market. This bothered you, and it had grown large enough that it had been bothering me as well. I had spoken to my broker about it but had always received the same answer-Oh, it’s fine, you are young yet, lot’s of time. In fact, I would turn 57 that year and planned on using the investment at age 59 1⁄2 . Our meeting occurred in early August of 2001. By the end of that month you had put all the assets of that IRA into an annuity and we all know what happened about 11 days later. I have many friends and acquaintances who lost upwards of 60% and more of their retirement in the stock market. Many are back in the working world today, but Helen and I are still retired! Words are inadequate to express our gratitude to you and your organization. You lend great dignity to your profession. Thank you very much!
Thank you for giving us the security we needed as we get older. The burden will not be such an impact on our family as it would have been with a Trust.
We are so happy and privileged to work with JoAnn and her staff at Financial Security Group. They have helped us tremendously in our investment portfolio and in preparing and keeping our Estate Plan updated. You can depend on JoAnn and her staff and be certain that they will have your best interests at the forefront in their service to you. No question or issue is too small or too big for them to address. And they will get right to work for you!