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!

Laurel P., Sun City, AZ

We feel so good and secure knowing JoAnn is the one handling our trust!

Robert & Beverly H., Buckeye, AZ

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.

Jean B., Sun City, CA

Professional, efficient and thorough, everything needed for planning the course of ones’ financial affairs.

Paula B., Glendale, AZ

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!!

David & Cathy L., Scottsdale, AZ