Ron Yost Email & Phone Number

As John Beckley, the first Librarian of the United States Congress famously quoted, “Most people don’t plan to fail…they fail to plan.” Spending more than two decades in financial services, I’ve met many “do-it-yourself” investors who needed help managing their portfolios, but also determining what exactly their financial goals were down the road — and most importantly, how to achieve them. At JFS, I work with a caring, highly experienced team of advisors who provide high-touch financial services guided by our Lifetime Planning Continuum®, an approach that focuses on clients’ distinctive impact points. From investment strategies and tax planning, to retirement and estate planning, we work with clients across the spectrum of ages and generations. As an independent, fee-based firm, we are unaffiliated with large institutions, so we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests. When they succeed, so do we.Just like any blueprint, having a financial roadmap provides solid direction and drives successful results. As a partner every step of the way, I look forward to helping individuals and families achieve their vision of financial success.Specialties: • Principles of long-term investing• Financial plan development• Budgeting/cash flow planning and management• Retirement income planning• Alternative investments• Estate planning

Listed skills include Investment Management, Investment Strategies, and Registered Investment Advisor.

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  Penn State University