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

Welcome to Fouts Financial GroupMary Rae FoutsMary's CredentialsExceptional ClientsExpert Witness ServicesLife Insurance & Accidental Death Benefit Insurance LitigationAnnuity LitigationPension Plan Litigation412(e)(3) & 412(i) Pension Plan Litigation419 Welfare Benefit Plan LitigationDisability Insurance Expert Witness & Advisory ServicesFinancial Planning LitigationElder Financial Abuse LitigationCommercial Insurance LitigationLife Insurance & Accidental Death Benefit Insurance Advisory ServicesAnnuity Advisory ServicesFinancial Planning Advisory ServicesTax Expert Witness & Advisory ServicesCommercial Insurance Advisory ServicesProfessional CompensationGrowing Giant SunflowersHike with Titus the DogVisit the Ocean with Titus the DogMeet Titus the DogContact Mary

 

Annuity Advisory Services

Are you searching for an Advisor to address Annuity Contract matters?

Mary Rae Fouts, EA, CFP® brings impeccable professional credentials and twenty-four years of extensive financial services experience to her clients.

Mary's Annuity Advisory Services include analysis, recommendations, reports, and assistance resolving client concerns.  Mary's Advisory Services address technical and complex matters involving:
  • Deferred Annuity Contracts
  • Single Premium Immediate Annuity Contracts
  • Proposed Annuity Contract Purchases, Replacements, Contract Modifications, and Surrenders
  • Suitability
  • Annuitization
  • Tax Issues
  • Financial Planning and Estate Planning
  • Pension Plans and Retirement Plans
  • Claims and Death Benefit Issues
  • Beneficiary Issues
  • Insurance Company Customer Service, Policy Owner Service, and Complaints
  • Valuation of Annuity Contracts
  • Annuity Contract Appraisals and Completion of IRS Forms for Annuity Charitable Gifts

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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