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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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Comparing Investments

Comparing Investments

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

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Building Your Legacy

A four-step framework for building a personal legacy.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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Find out how large your emergency fund should be based on your monthly expenses.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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