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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

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

 

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Bursting the Bubble

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Markets React

When markets shift, experienced investors stick to their strategy.

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