Organizing Your Finances Inflation and Your Portfolio Keeping Up With the Joneses Your Personal Financial Website
Agent Photo

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 jason@wjyost.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)."

Helpful Content

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Long-Term-Care Needs

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

View all articles arrow

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

View all videos arrow