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

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Client Profile

Fouts Financial Group Client Profile

Mary Rae Fouts, EA, CFP® serves clients throughout the United States, including:

  • Individuals;
  • Professionals and Business Owners;
  • Insurance Policy Owners, Insureds, and Beneficiaries;
  • Annuity Contract Owners, Annuitants, and Beneficiares; 
  • Pension Plans and Pension Plan Participants;
  • VEBA Plans and VEBA Plan Participants;
  • Welfare Benefit Plans and Welfare Benefit Plan Participants;
  • Law Firms;
  • Insurance Companies;
  • Trusts and Trust Beneficiaries; and
  • Estates and Estate Beneficiaries.

Fouts Financial Group clients have a variety of 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.  

Exceptional Services for Exceptional Clients

Mary employs an educational advisory approach to address and resolve client concerns.  Objective, timely, and attentive professional services form the foundation of Mary's professional relationship with each client.   Mary works directly with clients on all matters; Fouts Financial Group services are never outsourced.

To ensure that clients receive the attentive professional services they richly deserve, meetings and consultations with Mary are provided by appointment only.  Meetings and consultations with Mary are available via telephone conference or personal meeting. Personal meetings may be held at the client's location or Mary's home office in Pleasant Hill, California.

Mary is available for travel to all client locations, arbitration venues, and litigation venues.  To schedule a meeting or consultation, please contact Mary at (925) 979-9972.

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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!