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
  • Proposed New Department of Labor (DOL) Fiduciary Rules.  Originally effective April 2017, but delay and revisions are almost certain due to action by 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
  • Elder Financial Abuse

For More Information

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