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.
Mary Rae Fouts, EA, CFP® has Expert Witness experience in Federal and State Courts. She has twenty years of extensive financial services experience in the fields of life insurance, annuity contracts, financial planning and analysis, and taxation.
Mary has strong analytical skills and demonstrated experience working with complex issues. As a California Life and Disability Insurance Analyst, Life Agent, and Fire and Casualty Broker-Agent; a CERTIFIED FINANCIAL PLANNER™ practitioner; and an Enrolled Agent, Mary’s impeccable professional credentials and extensive professional experience lend to excellence of execution in Expert Witness Services.
Litigation Subject Matter
Life Insurance
Annuity Contracts
Welfare Benefit Plans
Elder Financial Abuse
Financial Planning
Tax Planning
Objective and Attentive Expert Witness Services
Evidence Review and Analysis
Case-Specific Litigation Consulting
Case-Specific Research
Preparation of Reports
Preparation of Expert Declarations
Preparation of Mediation Exhibits
Preparation of Trial Exhibits
Deposition Services
Testimony Services
Life Insurance Litigation and Annuity Litigation
Litigation Issues and Subject Matter
Suitability
Standard of Care
Fiduciary Duties
Sales Practices
Industry and Regulatory Standards
Good Faith and Fair Dealing
Market Conduct
Life Insurance Policies
Life Insurance Coverage
Annuity Contracts
Annuitization
Beneficiary Issues
Welfare Benefit Plans
Elder Financial Abuse
Business Planning Life Insurance Issues, Including Buy-Sell, Split Dollar, Key Person, Executive Bonus, and Nonqualified Deferred Compensation Plans
ERISA
Pension Plans and Retirement Plans
Financial Planning, Tax Planning, Charitable Planning, and Estate Planning Matters
Life Settlements
The Acceptance, Processing, and Issuance of Applications, Contracts, Policies, and Premium Payments
Customer Service and Policy Owner Service Matters
Insurance Agent/Broker Licensing
Insurance Agent Appointment Process
Insurance Agent/Broker Training and Education
Financial Litigation
Litigation Subject Matter and Issues
Welfare Benefit Plans
Elder Financial Abuse
ERISA
Financial Planning, Charitable Planning, Business Planning, Tax Planning, and Estate Planning Matters
Divorce
Trust Matters
Estate Matters
Standard of Care
Fiduciary Duties
Suitability
Sales Practices
Industry and Regulatory Standards
Good Faith and Fair Dealing
Market Conduct
For More Information
Mary welcomes your call at (925) 979-9972. Mary’s Curriculum Vitae and Rate Schedule with Standard Terms and Conditions are available upon request.