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>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Fixed or Variable Mortgage, Which Should You Pick?</p>

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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<p>Pay Yourself First</p>

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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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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