|
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, 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 experience in federal courts, state courts,
and arbitration venues. Objective and Attentive Professional Services
|
|
Expert Witness Services
- For life insurance,
annuity contract, §412(e)(3) and §412(i) defined benefit pension plan, §419 welfare benefit plan, pension plan,
financial planning, elder financial abuse, tax planning, and commercial insurance matters.
- Life Insurance Analysis and Advisory Services
- For life insurance, accidental death benefit, and life settlement 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.
- 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!
|