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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

How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

 

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

How Much Home Can I Afford?

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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