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

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
© 2003-2010 Mary Rae Fouts, EA, CFP®.  All rights reserved.  Thanks for stopping by!