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>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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<p>Thinking of Retiring Abroad?</p>

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.
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<p>The History of Currency</p>

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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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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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.



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