Financial Consulting and Expert Witness Services
Mary Rae Fouts, EA, CFP®  
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Financial Consulting
 
  • Individuals:  Retirement, Budget, Charitable Giving, and Gifting Matters
  • Estate Planning:  Analysis of financial needs for survivors, final expenses, and any anticipated estate taxes
  • Business Owners:  Business Planning, Budget, and Retirement Plan Matters
  • New Department of Labor (DOL) Fiduciary Rules effective April 2017, unless delayed or otherwise modified by the Trump administration.


Neither Fouts Financial Group nor Mary Rae Fouts, EA, CFP® is a stock broker or registered investment advisor, and do not provide investment advice, portfolio management, or stock broker services. 

Financial Planning Litigation and Arbitration:  Expert Witness Services

  • Financial Planning Regulations and Compliance
  • Standard of Care, Industry Standards, Fiduciary Duties, Suitability
  • Department of Labor (DOL) Fiduciary Rules
  • Elder Financial Abuse

For More Information

Contact Mary at (925) 979-9972 or  Mary@FoutsFinancialGroup.com.
Telephone and in person consultations by appointment.provided.