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

24 Years of Experience  .  Impeccable Professional Credentials

          Unbiased and Objective Professional Services

 

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


Welcome to Fouts Financial Group, a group of Expert Witness and Advisory Services provided by Mary Rae Fouts, EA, CFP®.  Mary addresses client concerns involving life insurance, accidental death benefit insurance, disability insurance, annuity contracts, pension plans, welfare benefit plans, tax, financial planning, elder financial abuse, and commercial insurance matters.  These concerns often involve technical and complex subject matter.  Mary has impeccable professional credentials and twenty-four years of extensive professional experience throughout the United States.  Mary's Expert Witness Services are provided for civil litigation, arbitration, criminal litigation, and administrative law matters.

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 Department of the Treasury, Mary brings exemplary Expert Witness and Advisory Services to her clients.

Objective and Attentive Professional Services

Life Insurance Matters 
Accidental Death Benefit Insurance Matters 
Expert Witness Services for life insurance litigation and accidental death benefit insurance litigation.
Advisory Services for life insurance matters and accidental death benefit insurance matters.
  
Disability Insurance Matters
Expert Witness Services for disability insurance litigation.
Advisory Services for disability insurance matters.

Annuity Matters 
Expert Witness Services for annuity litigation.
Advisory Services for annuity contract matters.
 

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

§419 Welfare Benefit Plan Litigation
Expert Witness Services for §419 welfare benefit plan litigation.

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

Tax Matters
Expert Witness Services for tax litigation.
Advisory Services for tax planning and taxpayer representation matters.

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

Elder Financial Abuse Litigation
Expert Witness Services for elder financial abuse litigation.

Commercial Insurance Matters
Expert Witness Services for commercial insurance litigation.
Advisory Services for commercial insurance matters.

TitusSmiler.jpg

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
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