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

 

Financial Planning Litigation 

Are you searching for an Expert Witness to address Financial Planning Litigation matters?

Mary Rae Fouts, EA, CFP® has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  She brings impeccable professional credentials and twenty-four years of extensive financial services experience to her clients.  Mary is available for travel to all client locations, litigation venues, and arbitration venues.

Financial Planning Litigation Matters

Mary's Expert Witness Services for Financial Planning Litigation address the following matters:

  • Financial Planning
  • Damages
  • Medicare, Medicaid, Medi-Cal, and Social Security
  • Business Planning
  • ERISA 
  • Estate Planning, Gifting, Revocable Trusts, and Irrevocable Trusts
  • Tax Planning
  • Divorce, Spousal Support, and Child Support
  • Elder Financial Abuse
  • Regulatory Issues
  • Compliance Issues
  • Standard of Care
  • Industry Standards
  • Fiduciary Duties
  • Suitability
  • Advertising, Marketing, and Sales Practices
  • Good Faith and Fair Dealing

Expert Witness Services

Mary's Expert Witness Services are provided for civil litigation, arbitration, criminal litigation, and administrative law matters.  To learn more about Mary's Expert Witness Services, please visit Expert Witness Services.

For More Information

To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Expert Services Overview with Designated Cases and Testimony, please contact Mary 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 to 2012 Mary Rae Fouts; all rights reserved.  Best viewed with Internet Explorer browser.  Thanks for stopping by!