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The Dave Ramsey SmartVestor Program

Hello and Welcome!

My name is Jim Bukowsky and I am proud to be a Dave Ramsey SmartVestor Pro.

On a personal level, I have successfully applied Dave's principles in my own life for many years. They just make sense. This is practical knowledge that I've shared with my clients as well as the high school and college students that I have had the pleasure to speak to about understanding their finances, saving and investments. I have found Dave's principles invaluable to help imprint these young minds and hopefully have a positive impact on their futures.

I'd like to take a moment to help you understand what it means to be a SmartVestor Pro.

It means that...

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can trust. We'll work together to create a plan to help you reach your goals.

I care about your future.

I'm more than a "financial planner" -- I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.

What is a SmartVestor Pro?

SmartVestor Pros are financial professionals that follow Dave Ramsey's teaching and have been vetted by Ramsey and his team. To be selected for the SmartVestor Pro program, financial professionals undergo a detailed interview process and assert the ideal way to build wealth and save for retirement is debt elimination and long-term investment.

Why Use A SmartVestor Pro?

With all the different types of financial professionals out there, Dave Ramsey felt it was important to create a directory of financial professionals he trusts. SmartVestor Pros provide advice just like Dave Ramsey does. I want to be a reliable partner in your financial life and future; someone you feel comfortable working with and someone you can trust. 

Adhering to the standards of the SmartVestor Pro program, I provide financial education and services in a manner that is clear and easy to understand. My biggest goal in helping you achieve your financial objectives is to assist with eliminating the confusion, help you explore all your options and opportunities and to empower you to make the most appropriate choices.

I am an independent financial professional. Therefore I am not governed by or bound by any directives dictated by a larger corporation, nor am I biased toward any particular company or carrier.

Therefore, I have the flexibility and freedom to explore plans, strategies and opportunities that are in the best interest of you, my client.

Please let me know if I may be of assistance.

Thank you for stopping by. 

Jim Bukowsky MBA, BSBA, CRPC

President / Financial Advisor