Welcome to W.J. Yost Financial Services ...
... and thank you for visiting my website. My name is Jason Yost and my team and I have been helping Dave Ramsey listeners in Savannah, GA and the surrounding areas for over 10 years. We serve clients from Savannah, GA to Pensacola, FL to Beaufort, SC and all over the U.S. including our military overseas. We look forward to seeing if we can serve you and your family.
As a Dave Ramsey SmartVestor Pro we provide the same type of philosophy and responsible financial planning that you’ve come to expect from Dave Ramsey, Financial Peace University and The Dave Ramsey Show.
Our goal is to help you answer your questions and put a plan in place to help you reach your goals. Ask yourself the following:
Do you have all of your financial pieces organized and in one place where you can easily view and update them?
Do you have enough in savings? Are you protected if something happens to you?
Do you know where all of your investments are and how they work together? Do you have confidence in the way you are invested?
Do you know what it takes to reach financial independence, and what does financial independence mean to you?
What about your kid’s education, and your other goals?
If not, you can ... and we can help.
We can help you set and work towards reaching your financial goals, keep track of your investments, and help you better understand your financial options.
To learn more please contact us directly at 912-201-3753 or send me an email at email@example.com.
We look forward to helping you make the most of your circumstances and plan for your family’s future.
"The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey, SmartVestor, Financial Peace University nor The Dave Ramsey Show are affiliates of W.J. Yost Financial Services or Independent Financial Partners (IFP)."
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
In the face of divorce, making changes to insurance coverage may be overlooked.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Tips to avoid checking in luggage on your next vacation.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Making the most of surprises is a great reason to work with us.
With alternative investments, it’s critical to sort through the complexity.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
Peer-to-peer payment apps are one of the newest ways to send money.