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Zicopula Financial  

- Champlin, MN 55316
Www.Zicopula financial.com
Our mission as a firm is to help business owner with the changes to health care and to focus on the future without the distractions that traditional financial decision making has created over many years. Through our one-of-a-kind process and philosophy, our clients can save and spend their hard earned wealth without the constraints felt by most business owners.
Financial balance and financial organization is how we measure success, not some number based on impossible assumptions.

David Zicopula - 763-237-3752  

Financial Consultant

Services
Employee Benefit Plans Consulting Services
Financial Planning & Investment Advice
Insurance - Annuities
Insurance - Auto - Fleet Insurance
Insurance - Auto - Personal
and more...

Insurance
Life and Health Insurance

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David Zicopula - Financial Representative

Protecting and Preserving Your Children's Future Workshop

What Women Really Want Workshop

Budgeting Webinar

Every Tuesday | 12:00-12:30 p.m. CST Registration: Free (Space is limited so you must pre-register) RSVP to David at david_zicopula@glic.com or call 952-446-3311 The First Step Cash Management System™ is an operating system for making decisions about life and money. It is a simple and effective way to manage expenditures, reduce debt, increase savings, and fund important life goals. With First Step, income flows into three "buckets", with each bucket having a specific use or purpose. Drawing from experiences in credit, banking, and financial advising, we will discuss how this system can be adapted and modified to fit the way that your family handles money. What this tool can do for you... • Simplify and automate your financial life • Demonstrate how your financial resources are allocated • Develop a clear framework for making decisions • Provide an effective way to communicate about your household finances • Help you to prepare for life events and unexpected challenges
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Testimonials
Articles & Videos
The New Wave of Budgeting Part 2
After my last article I was asked the question: “Where do I start if I feel like all my money is in the red bucket?”

The New Wave of Budgeting
Do you feel like your money is controlling you instead of you controlling your money? Do you try to budget only to find it is too much work and leaves you feeling guilty when you realize how much money you’ve spent? There is an alternative way!

* All information in this profile, including licensing, has been provided by Zicopula Financial. This information is not verified by ProMatcher.

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