Welcome to FOUTS FINANCIAL GROUP
EXPERT WITNESS and ADVISORY SERVICES by MARY RAE FOUTS, EA, CFP®

Expert Witness Services  .   
Life Insurance Analysis and Advisory Services  .   
Annuity Analysis and Advisory Services  .   
Welfare Benefit Plan Issues  .   
Elder Financial Abuse Issues  .   
Financial Planning and Analysis  .   
Tax Planning, Preparation, and Representation  .   
"Those who cannot learn from history are doomed to repeat it."  George Santayana (1863–1952), U.S. philosopher, poet.  

Client Profile

CLIENT PROFILE
Fouts Financial Group clients typically have concerns that are complex in nature or significant in scope and detail.  Mary Rae Fouts, EA, CFP® serves clients located throughout the United States, including:
  • Attorneys and Law Firms
  • Life Insurance Policy Owners, Insureds, and Beneficiaries
  • Annuity Contract Owners, Annuitants, and Beneficiaries
  • Private Individuals
  • Trusts
  • Estates
  • Corporations
  • Business Owners and Shareholders

Exceptional Services for Exceptional Clients

Mary employs an educational and comprehensive advisory approach when addressing client concerns.  Objective, attentive, and timely professional services form the hallmark of Fouts Financial Group's client relationship.

To ensure that clients receive the attentive professional services they richly deserve, Mary works directly with clients on all matters.  Fouts Financial Group's professional services are never outsourced.  Mary is available for travel to client locations and litigation venues throughout the United States.

For More Information

Mary welcomes your call at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services.

  .  Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, CA 94597  .  
  .  Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  CA Insurance License 0C24544  .  
 © 2003-2008 Mary Rae Fouts, EA, CFP®.  All rights reserved.  .