Client Profile

Mary Rae Fouts, EA, CFP® employs an objective, pragmatic, and analytical advisory approach to address and help resolve client concerns.  Fouts Financial Group clients typically have concerns involving technical or complex tax, insurance, annuity, and financial matters. Clients are located throughout the United States and include:

  • Business Entities and Owners
  • Private Individuals
  • Public Individuals
  • Insurance Policy Owners
  • Annuity Contract Owners
  • Estates and Trusts
  • Law Firms and In dividuals Involved in Litigation and Arbitration Matters


Clients (or a client's authorized representative) must have access to email and Internet services.  A Letter of Engagement, signed by Mary and Client(s), is required for all professional services.

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For More Information

Contact Mary at (925) 979-9972 or  Mary@FoutsFinancialGroup.com.  Telephone and in person consultations by appointment.  Mary is available for nationwide travel to all client locations.