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
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Debt Stress
There’s a link between debt and stress.
To choose a plan, it’s important to ask yourself four key questions.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
View all articles 
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Surprises
Making the most of surprises is a great reason to work with us.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?