Take Control of Your Financial Future


At Oconee State Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high quality, comprehensive financial services in an atmosphere that allows us to get to know you better ‐ your family, your business, your financial goals and your investment needs.

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Meet the Team

Stephen Hulsey

Stephen Hulsey, CFP®

VP of Financial Planning

Tim Rine

Tim Rine, AIF®, CRPC®

Senior Wealth Advisor

Terry Swaim

Terry Swaim, AIF®

Senior Wealth Advisor

Amanda Nelson

Amanda Nelson

Operations Manager

Wendy Howard

Wendy Howard

Tax Administrative Assistant

<p>Social Security: Five Facts You Need to Know</p>

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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<p>The Ivory Tower Changes Wall Street</p>

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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<p>Mortgages in Retirement</p>

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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How Can We Help?

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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