Financial Consulting and Expert Witness Services
Mary Rae Fouts, EA, CFP®  
Financial Consulting

  • Individuals: Divorce, Retirement, Charitable Giving, and Gifting Matters
  • Business Owners:  Business Planning, Employee Benefit, and Retirement Plan Matters
  • Estate Planning:  Analysis of financial needs for survivors, final expenses, and any anticipated estate taxes.

Financial Planning Litigation and Arbitration:  Expert Witness Services

  • Financial Planning Regulations and Compliance
  • Standard of Care, Industry Standards, Fiduciary Duties, Suitability
  • Elder Financial Abuse

What's the latest with Mary and Fouts Financial Group?
Visit Mary's blog Thoughts from Mary Rae Fouts.
  

For More Information

Contact Mary at (925) 979-9972 or  Mary@FoutsFinancialGroup.com.  Thanks for stopping by!