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
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.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
To choose a plan, it’s important to ask yourself four key questions.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.

