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.

I love people and being able to be that positive support and go to person for them. As my clients have come to learn, I am self-motivated and maintain a high energy schedule to serve you, my clients, while multi-tasking several time sensitive initiatives. With over twenty-five years experience internally and externally in Finance, Business, Strategy, Education, Development and Customer Service with High Net Worth Clientel in Diverse Industries, I'm confident that I can be of service either now or in the future based on your specific personal needs in either areas of commercial or persoanl planning.. However, before we can speak intelligently about the products and services that might be appropriate for you, your business and/or your family, we need to get to know you and you us.

Barry Lindsay has been an Estate Planner since October 1964 and is a well-known agent & educator in Nevada, California and Arizona. His professional designations include Certified Estate Planning Professional. He is the founder and CEO of two corporations, Butterfield Financial Services, Inc., established in 1973. Member of the Southern Nevada Better Business Bureau Honor Roll. The second corporaton, Insurance Planning Associates, Inc., is a Life & Health Insurance Agency. Mr. Lindsay has been involved in the production of over 400 Living Trust and these companies have served the financial and estate preservation needs of over 12,000 clients individually since inception in all of the fields listed above.