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Jim Bukowsky MBA, BSBA, CRPC

(636) 352-2003

A Fresh Approach to Personalized Investment Services

Your Choice for Financial Planning, Investments, and Individual or Business Retirement Plans

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Jim Bukowsky is a Dave Ramsey SmartVestor Pro

Smart Money Innovations BBB Business Review

Our Process

Our Process

We create strategies that are tailored to your specific needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Mission

Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

Understanding Today's Financial Environment

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

 

Robert Fogel

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