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 SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
A change in your mindset during retirement may drive changes to your portfolio.
Lifestyle considerations in creating your retirement portfolio.
How Medicare can address health care needs in your retirement strategy.
Medicare’s popular program, offering free gym membership and health education.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a crash course on saving for college.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.