Client Information

Mary Rae Fouts, EA, CFP® employs an objective and pragmatic advisory approach to address and help resolve client concerns.   Clients, located throughout the United States, typically have concerns involving technical or complex tax, insurance, annuity, and financial matters.   Mary maintains an office in her home in the beautiful San Francisco Bay area community of Pleasant Hill, California. 

Fiduciary Standard of Care: All professional services are provided in the clients' best interests using fiduciary standards.

Client Privacy:  Download Fouts Financial Group's Client Privacy Policy here.

Electronic Communication and Document Transmission:  Clients (or a client's authored representative) must have access to email and Internet services.  For electronic transmission of sensitive or confidential client information, as well as emails 10 MB or larger, Mary uses an encrypted ShareFile service for secure transmission.  For clients sending such information and emails, Mary will provide an encrypted ShareFile link for secure transmission.

Letter of Engagement:
  A Letter of Engagement detailing professional services and fees, signed by Mary and Client(s), is required for all professional services.

Fee-only Compensation:  All Tax, Consulting, and Expert Witness Services are provided on a fee-only compensation basis.  Mary Rae Fouts, EA, CFP® does not accept commission, referral fee, or contingency compensation. 

Professional services are billed on a time and materials basis, subject to Mary's hourly rates, expense reimbursement, and any minimum fee for the respective service.  Fouts Financial Group's Rate Sheet with Standard Terms and Conditions is available to qualified prospective clients upon request.

Mary's homemade Sourdough Bread.

For More Information

Contact Mary at (925) 979-9972 or  Thanks for stopping by!