Trusted, Professional Direction with Integrity, Passion, and Purpose
At Northtown Capital Strategies, we are a comprehensive financial planning firm committed to helping individuals and families achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing trusted, professional direction to help you achieve financial peace of mind.
Our Services
Our comprehensive financial planning process evaluates and measures individual progress toward unique goals, addressing all major areas of your financial life. We tailor our approach to your specific needs, risk tolerance, time horizon, and investment experience. Our services include:
Investment Portfolio Strategies
We believe that God "Owns it all" and that we are accountable to Him. As your trusted guide to wise financial management, we encourage you to invest in yourself, your family, and in others. We show you ways to make money grow, secure income, and provide for your family, all within a professional and highly motivated atmosphere where your needs come first.
Income Strategies
As fiduciaries, we listen to your needs and lifestyle desires, then develop income strategies to match sources, minimize taxes, and protect principal.
Tax Consulting
We help clients decide when it is wise to defer income or pay taxes, reduce taxes, or eliminate them. We work closely with tax professionals to plan for opportunities.
Insurance Consulting
We help guide insurance decisions to protect family income, inheritance, and health needs.
Education
We help guide decisions on using 529 plans, Coverdell plans, UTMA accounts, Savings Bonds, Roth IRAs, or paying off a mortgage to fund education expenses.
Generosity
We help in large and small charitable donations, including decisions on using Donor Advised Funds, donating investments, and Charitable IRA rollovers (QCDs).
Estate and Legacy Planning
We work closely with estate planning attorneys to design plans providing for client needs, passing assets to heirs, and minimizing estate taxes. We help guide decisions on trusts, wills, durable powers of attorney, healthcare directives, and digital asset plans.
Senior Issues
We help guide clients on issues of aging, disability, and independence.
Business Strategies
We help guide company-sponsored retirement plans and business succession.
Meet Our Team
Our team is led by David Hitchcock, a certified financial planner with over 30 years of experience in financial planning. David holds multiple professional designations, including CFP, CLU, and ChFC. His goal is to provide trusted, professional direction with integrity, passion, and purpose.
Our Mission
At Northtown Capital Strategies, our mission is to help individuals and families achieve their long-term financial goals. We strive to provide comprehensive financial planning and investment advice, tailored to our clients' unique needs and goals.
