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FOUNDATION CAPITAL MANAGEMENT, LLC.

2100 Swede Road East Norriton, PA 19401

Phone:

(610) 278-6961

Fax:

(610) 278-9974

E-mail:

Chuck@MyFCM.com
Mike@MyFCM.com

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

Newsletters

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Osaic Wealth Form CRS

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory services offered through Foundation Capital Management. Foundation Capital Management is not affiliated with Osaic Wealth, Inc..

Osaic Form CRS

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

FCM Form CRS
We are licensed to sell Insurance Products in the following states: New Jersey, Pennsylvania.

We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, DC, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Massachusetts, Maryland, Michigan, Mississippi, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Wisconsin and Wyoming,

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