Welcome to FOUTS FINANCIAL GROUP
EXPERT WITNESS and ADVISORY SERVICES by MARY RAE FOUTS, EA, CFP®
Expert Witness Services .
Life Insurance Analysis and Advisory Services .
Annuity Analysis and Advisory Services .
Welfare Benefit Plan Issues .
Elder Financial Abuse Issues .
Financial Planning and Analysis .
Tax Planning, Preparation, and Representation .
"Those who cannot learn from history are doomed to repeat it." George Santayana (1863–1952), U.S. philosopher, poet.
Fouts Financial Group is a group of Expert Witness and Advisory Services provided by Mary Rae Fouts, EA, CFP®, addressing life insurance, annuity contract, welfare benefit plan, elder financial abuse, financial planning, and tax matters. Mary has twenty years of extensive financial services experience in the fields of life insurance, annuity contracts, financial planning and analysis, and taxation. She has Expert Witness experience in Federal and State Courts.
Objective and Attentive Professional Services
Expert Witness Services
For litigation involving life insurance, annuity contract, welfare benefit plan, elder financial abuse, financial planning, and tax planning matters.
Life Insurance Analysis and Advisory Services
For life insurance matters and related planning matters.
Annuity Analysis and Advisory Services
For annuity contract matters and related planning matters.
Financial Planning and Analysis Services
Advisory services for financial planning and related matters.
Tax Planning, Preparation, and Representation
For corporate, estate, trust, gift, and individual income tax matters.
Twenty Years of Extensive Financial Services Experience
Impeccable Professional Credentials
Mary has earned the prestige of being one of the select few Life and Disability Insurance Analysts licensed by the California Department of Insurance. A licensed Life and Disability Insurance Analyst can interpret the rights of any party to an annuity, disability insurance, or life insurance contract; provide advice on matters concerning such contracts; and charge a fee for such services. Mary also holds Life Agent and Fire and Casualty Broker-Agent insurance licenses.
As an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™ practitioner, Mary has met the rigorous licensing and certification requirements established by the United States Department of the Treasury and the Certified Financial Planner Board of Standards, Inc. To request Mary's Curriculum Vitae, please contact Mary at (925) 979-9972.
For More Information
Mary welcomes your call at (925) 979-9972. She looks forward to discussing your concerns and Fouts Financial Group services.