JoAnn Regan, CF2

About JoAnn Regan

JoAnn founded Financial Security Group in 1999 with the intent of becoming a one stop business where clients could find answers to the issues that concerned them during their retirement or pre-retirement years. Today her companies are able to provide estate planning, tax preparation and planning and financial planning services to her clients.
 
JoAnn began her career working for a CPA firm in Texas. The firm specialized in tax and estate planning for wealthy Texas farmers and ranchers.  She discovered a passion for these areas and furthered her education by attending the University of Texas, majoring in accounting and business, fully paid for by the CPA firm she worked for. A few years later, she became an IRS Enrolled Agent, a federally authorized tax practitioner with technical expertise in taxation and empowered by the US Treasury Department to represent taxpayers.  She also became a Registered Investment Advisor to better serve her clients in the areas of wealth management and investment advice.
 
She moved to Arizona in 1995 and began starting working with a company specializing in Estate and Financial Planning. That experience led her to become licensed by the Arizona Supreme court as a Certified Legal Document Preparer, primarily focusing on Trusts, Wills and other Estate Planning documents. She has been instrumental in assisting thousands of families with the peace of mind knowing that their loved ones are well taken care of.
 
Over the 20+ years of the operation of FSG, JoAnn and her team have helped many of her clients with their retirement assets. She has been recognized as one of the top female advisors in Arizona. Her strategy is to protect her client’s money, provide lifetime income when needed, and financial security through the benefits of safe insurance products such as annuities and life insurance, as well as managed accounts invested properly for the client’s current needs.
 
Her commitment to integrity, along with her work habits, make her an asset to her clients and she is often highly recommended by them to their family and friends.