Fouts Financial Group
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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, financial planning, §412(i) and §412(e)(3) defined benefit plans, §419 welfare benefit plans, elder financial abuse, tax, and commercial insurance matters. Mary has impeccable professional credentials and twenty-one years of extensive financial services experience. She has Expert Witness experience in federal courts, state courts, and arbitration venues.
Objective and Attentive Professional Services
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- Expert Witness Services
For litigation and arbitration involving life insurance, annuity contracts, elder financial abuse, §412(i) and §412(e)(3) defined benefit plans, §419 welfare benefit plans, financial planning, tax planning, and commercial insurance matters.
Life Insurance Advisory Services
For life insurance issues and related planning matters.
Annuity Advisory Services
For annuity contract issues and related planning matters.
Financial Planning Services
Advisory Services for financial planning issues and related matters.
§412(i) and §412(e)(3) Defined Benefit Plan Matters
Expert Witness and Advisory Services for §412(i) and §412(e)(3) defined benefit plan matters and related litigation matters.
§419 Welfare Benefit Plan Matters
Expert Witness and Advisory Services for §419 welfare benefit plan matters and related litigation matters.
Elder Financial Abuse Matters
Expert Witness Services for elder financial abuse litigation involving annuity, life insurance, financial planning, and related matters.
Tax Services
Tax Planning and Tax Preparation Services. Representation for audits and other tax matters.
Commercial Insurance Advisory Services
For commercial insurance issues and related planning matters.
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Titus the Dog
Mary's Faithful Canine Companion
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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
© 2003-2009 Mary Rae Fouts, EA, CFP®. All rights reserved. Thanks for visiting on .
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