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
  • 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  Telephone and in person consultations by appointment.