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.
Stephen Hulsey, CFP®
VP of Financial Planning
Tim Rine, AIF®, CRPC®
Senior Wealth Advisor
Terry Swaim, AIF®
Senior Wealth Advisor
Amanda Nelson
Operations Manager
Wendy Howard
Tax Administrative Assistant
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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