Fouts Financial Group   .   Mary Rae Fouts, EA, CFP®   
Expert Witness and Advisory Services    

Fouts Financial GroupAbout Mary Rae FoutsMary's CredentialsClient ProfileExpert Witness ServicesLife Insurance Litigation . Accidental Death Benefit Insurance LitigationAnnuity LitigationPension Plan Litigation412(e)(3) and 412(i) Defined Benefit Pension Plans419 Welfare Benefit PlansFinancial Planning LitigationElder Financial AbuseCommercial Insurance LitigationLife Insurance Analysis and Advisory ServicesAnnuity Analysis and Advisory ServicesFinancial Planning and Analysis ServicesTax ServicesCommercial Insurance ServicesProfessional CompensationBriones Regional Park PictorialMeet Titus The DogContact Information

 

Fouts Financial Group Client Profile

Mary Rae Fouts, EA, CFP® serves clients throughout the United States, including:

  • Individuals;
  • Professionals;
  • Business Owners;
  • Insurance Policy Owners, Insureds, and Beneficiaries;
  • Annuity Contract Owners, Annuitants, and Beneficiaries; 
  • Pension Plans, Pension Plan Participants, and Pension Plan Beneficiaries;
  • VEBA Plans, VEBA Plan Participants, and VEBA Plan Beneficiaries;
  • Welfare Benefit Plans, Welfare Benefit Plan Participants, and Welfare Benefit Plan Beneficiaries;
  • Law Firms;
  • Insurance Companies;
  • Trusts and Trust Beneficiaries; and
  • Estates and Estate Beneficiaries.

Fouts Financial Group clients have a variety of concerns involving life insurance, annuity contracts, pension plans, welfare benefit plans, VEBA plans, financial planning, elder financial abuse, tax, and commercial insurance matters.  These concerns often involve technical and complex subject matter.  

Exceptional Services for Exceptional Clients

Mary employs an educational advisory approach to address and resolve client concerns.  Objective and attentive professional services form the foundation of Mary's professional relationship with each client.   Mary works directly with clients on all matters; Fouts Financial Group services are never outsourced.

To ensure that clients receive the attentive professional services they richly deserve, meetings and consultations with Mary are provided by appointment only.  Meetings and consultations with Mary are available via telephone conference or personal meeting. Personal meetings may be held at the client's location or Mary's home office in Pleasant Hill, California.

Mary is available for travel to all client locations, arbitration venues, and litigation venues.  To schedule a meeting or consultation, please contact Mary at (925) 979-9972.

Titus cools his paws in a pond at Briones Regional Park.

For More Information

Mary welcomes your call at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services.

Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, California 94597
Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  mary@foutsfinancialgroup.com  .  CA Insurance License 0C24544
© 2003-2010 Mary Rae Fouts, EA, CFP®.  All rights reserved.  Thanks for stopping by!