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Financial planning

Northtown Capital Strategies is a comprehensive financial planning firm committed to helping you improve your long-term financial success. Trusted, Professional Direction on your road to financial peace of mind. Your financial plan is the result of a process that evaluates and measures individual progress toward unique goals. All major areas of your financial life are addressed and coordinated.

Based of evaluation of needs, risk, time horizon and experience:
Aggressive Growth
Growth
Balanced
Income
Preservation

Investment Portfolio Strategies

Services

We believe that God “Owns it all” and that we are accountable to Him. As your trustworthy guides 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 this is done in a professional, highly motivated atmosphere where your needs come first.

Investment Portfolio Strategies

Our process collects and evaluates your assets, what you owe, what your income is and what you need. We customize portfolios based on risk, when you need to use the money and investment experience.

Investment Portfolio Strategies

Income Strategies

As fiduciaries we listen to client needs and lifestyle desires, then develop income strategies to match sources, minimize taxes and protect principal.

Income Strategies

Tax Consulting

We help clients decide when it is wise to defer income or to pay taxes, reduce taxes or even eliminate them. We work closely with Tax professionals to plan for opportunities.

Tax Consulting

Insurance Consulting

Insurance is used to protect family income, inheritance and to provide for health needs. We help guide these decisions.

Insurance Consulting

Education

Is it better to save for education using a 529, Coverdell, UTMA, Savings Bonds or even a Roth IRA? Perhaps paying off a mortgage would allow current income to pay for college? We help guide these decisions.

Education

Charitable Planning Strategies

We help in large and small charitable donations. Decisions on how to use Donor Advised Funds, donating investments that have grown and Charitable IRA rollovers (QCDs) are core to our advice. We also guide naming charitable Beneficiaries in IRAs, life insurance and wills.

Charitable Planning Strategies

Estate and Legacy Planning

Working closely with estate planning attorneys we help design plans to provide for client needs, pass assets to heirs and minimize estate taxes. Do I need a trust or a will? What will a durable power of attorney do for me? What about a health care directive? Have I included my digital assets?

Estate and Legacy Planning

Senior Issues

We help guide clients on issues of aging, disability, and independence.

Senior Issues

Business Strategies

We help guide company sponsored retirement plans and business succession.

Business Strategies

Connections

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Meet the team

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CKA®
CFP®
ChFC®
CFCA®

David E. Hitchcock

Owner & Planner
CLU®
B.A.
Psychology
FINRA
Series 63 & 7

Susan Ojeda

Administrative Assistant

Compensation

Planning services are available on an hourly fee-for-service agreement. The standard rate is $180 per hour for planning services.

Northtown Capital Strategies is a Registered Investment Advisor offering comprehensive financial planning and investment advice to residents of MN.

Insurance products are offered to residents of MN, OK, SD, and WI.

Northtown Capital Strategies and G.A. Repple & Company are separate entities

Securities and investment advice are offered through G.A. Repple & Company, a Registered Broker/Dealer and Investment Advisor, Member FINRA, SIPC.

101 Normandy Road, Casselberry, FL 32707. 407-339-9090.

FINRA Broker Check.

David E. Hitchcock may only conduct business with residents of states and/or jurisdictions for which he is properly registered. Please note that not all of the investments and services mentioned are available in every state.

1071 County Hwy 10 NE,
Suite 200
Spring Lake Park, MN 55432-1260
Toll Free: 800-728-0571
Phone: 763-786-2813
Fax: 763-786-1313
Dhitchcock@ncstrategies.net
Copyright 2020 Northtown Capital Strategies | All Rights Reserved
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