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

 

Fouts Financial Group   .   Mary Rae Fouts, EA, CFP®


Fouts Financial Group is a group of Expert Witness and Advisory Services provided by Mary Rae Fouts, EA, CFP® addressing client 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.  Mary has impeccable professional credentials and twenty-two years of extensive financial services experience.  She has Expert Witness and Advisory Services experience throughout the United States.

Mary Rae Fouts, EA, CFP® is one of the select few Life and Disability Insurance Analysts licensed by the California Department of Insurance.  As a Life and Disability Insurance Analyst, Life Agent - Life-Only Agent, Life Agent - Accident and Health Agent, and Fire and Casualty Broker-Agent; a CERTIFIED FINANCIAL PLANNER™; and an Enrolled Agent licensed by the United States Department of the Treasury, Mary brings exemplary Expert Witness and Advisory Services to her clients.

Objective and Attentive Professional Services

Expert Witness Services
For litigation and arbitration involving life insurance, annuity contract, §412(e)(3) and §412(i) defined benefit pension plan, §419 welfare benefit plan, pension plan, VEBA plan, financial planning, elder financial abuse, tax planning, and commercial insurance matters.

Life Insurance Analysis and Advisory Services
For life insurance and accidental death benefit insurance matters.

Annuity Analysis and Advisory Services
For annuity contract matters.

§412(e)(3) and §412(i) Defined Benefit Pension Plan Matters
Expert Witness and Advisory Services for §412(e)(3) and §412(i) defined benefit pension plan matters.

§419 Welfare Benefit Plan Matters
Expert Witness and Advisory Services for §419 welfare benefit plan matters.

Pension Plan Matters
Expert Witness and Advisory Services for pension plan matters. 

Financial Planning Matters
Expert Witness and Advisory Services for financial planning matters.

Elder Financial Abuse Matters
Expert Witness Services for elder financial abuse matters.

Tax Services
Tax planning, tax preparation, and audit representation services.  Expert Witness Services for tax planning matters. 

Commercial Insurance Analysis and Advisory Services
For commercial insurance matters.

Titus the Dog
Mary's Faithful Canine Companion
 

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!