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

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Annuity Analysis and Advisory Services

Annuity Analysis and Advisory Services

Are you searching for an Advisor to address Annuity Contract matters?  Mary Rae Fouts, EA, CFP® brings impeccable professional credentials and twenty-two years of extensive financial services experience to her clients.

Mary's Annuity Annuity Analysis and Advisory Services include:
  • Analysis of Deferred Annuity Contracts
  • Analysis of Single Premium Immediate Annuity Contracts
  • Analysis of Gift Annuity Matters
  • Analysis of Private Annuity Matters
  • Analysis, Recommendations, and Reports for Annuity Contract Matters Involving:
    • Annuity Contract Purchases, Exchanges, Contract Modifications, and Surrenders
    • Annuitization
    • Financial Planning, Tax Planning, and Estate Planning
    • Pension Plan and Retirement Plan Issues
    • Claims and Death Benefit Issues
    • Beneficiary Issues
    • Insurance Company Customer Service and Correspondence Issues
  • Valuation of Annuity Contracts
  • Annuity Contract Appraisals and Completion of IRS Forms for Annuity Charitable Gifts

One of Mary's gardens.

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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