Welcome to W.J. Yost Financial Services
… and thank you for visiting our website. My name is Jason Yost and my team and I have been serving our clients and fellow Dave Ramsey fans since 2000, and we look forward to the opportunity to serve you and your family too.
We start by listening to you as you explain your goals and what you want your money to do for you and your family, help you assess where you are now and work with you to start putting a plan in place. Here are some questions to ask yourself to get started:
- Do you have all of your financial pieces organized and in one place where you can easily view and update them?
- Do you have a fully funded emergency fund?
- Do you know where all of your investments are and how they work together?
- Do you have confidence in the way you are investing your money?
- Do you know what it takes to reach financial independence?
- What does financial independence mean to you?
- Are you protected if something happens to you?
- Are you saving enough for your other goals – kid’s education, vacations, etc.
We help you answer these and your other financial questions. To get started please give us a call at 912-201-3753.
Jason Yost is a Dave Ramsey SmartVestor Pro
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.
W.J. Yost Financial Services and how we can help you
Investing Management
At W.J. Yost, our business is your financial well-being. We believe investment advice should go well beyond the here and now and also look towards the future. It’s about your life and managing the challenges that come along with it. All those ups and downs.
Organize and Plan
Building a personal financial plan takes process, planning and strategy. At W.J. Yost, we get to know you, not just the numbers in your portfolio. Then we provide customized advice and solutions to help you reach your financial goals.
Getting Started
Want to know what it takes to get started and our process? To start any financial or retirement plan we need to first organize your finances. We have to know where you are and what you have before we can see what the future may look like.
"Honor the Lord with your wealth and with the firstfruits of all your produce." Proverbs 3:9