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 firstname.lastname@example.org.
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)."
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
When you’re married and have children, insurance needs will be different.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For some, the social impact of investing is just as important as the return, perhaps more important.
It sounds simple, but paying yourself first can really pay off.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.