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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

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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What Is the Dividend Yield?

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

What Is My Net Worth?

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

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Credit Card Payoff

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

Social Security Tax Estimator

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

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Power of Compound Interest

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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