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 annuity contracts, life insurance, financial planning and analysis, and taxation. Mary's Annuity Analysis and Advisory Services include:
Analysis of Deferred Annuity Contracts
Analysis of Single Premium Immediate Annuity Contracts
Analysis of Annuity Contract Illustrations
Analysis of Gift Annuity Matters
Analysis of Private Annuity Matters
Analysis of and Recommendations for Annuity Contract Matters Involving:
Annuity Contract Purchases, Exchanges, Contract Modifications, and Surrenders
Annuitization Issues
Financial Planning, Tax Planning, Charitable Planning, Business Planning, and Estate Planning Matters
Trust and Estate Matters
ERISA Issues
Pension Plans and Retirement Plans
Welfare Benefit Plans
Beneficiary Issues
Insurance Company Customer Service and Correspondence Issues
Elder Care Financial Matters
Valuation of Annuity Contracts
Annuity Contract Appraisals and Completion of IRS Forms for Annuity Contracts 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.