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 twenty years of extensive financial services experience in the fields of life insurance, annuity contracts, financial planning and analysis, and taxation. Mary's Life Insurance Analysis and Advisory Services include:
Analysis of Life Insurance Policies
Analysis of Life Insurance Illustrations
Analysis of Life Insurance Indications of Coverage and Underwriting Decisions
Life Insurance Risk Analysis
Life Insurance Coverage Recommendations
Analysis of and Recommendations for Life Insurance Matters Involving:
Life Insurance Policy Purchases, Exchanges, Policy Modifications, and Surrenders
Business Planning Life Insurance Issues, Including Buy-Sell, Split Dollar, Key Person, Executive Bonus, and Nonqualified Deferred Compensation Plans
Welfare Benefit Plans
Financial Planning, Tax Planning, Charitable Planning, and Estate Planning Matters
Trust and Estate Matters
ERISA Issues
Pension Plans and and Retirement Plans
Beneficiary Issues
Life Settlement Issues
Insurance Company Customer Service and Correspondence Issues
Elder Care Financial Matters
Valuation of Life Insurance Policies
Life Insurance Policy Appraisals and Completion of IRS Forms for Life Insurance Policies Donated as Charitable Gifts
For More Information
Mary welcomes your call at (925) 979-9972. She looks forward to discussing your concerns and Fouts Financial Group services.