At Oconee State Financial Services, we help clients in all aspects and facets of their financial lives. The decisions that you make today will put you on track towards the right course for the future.

Our comprehensive services include:

Wealth Management

  • Asset management
  • Asset allocation
  • Debt management

Risk Management

  • Long term care analysis
  • Insurance planning

Estate Planning

  • Legacy planning

Tax Planning/Management

  • Taxation minimization for distribution and growth

Cash Flow Planning/Management 

  • Social security maximization and optimization
  • Pension maximization and optimization
  • IRA distribution efficiency
  • Retirement income planning

Additional Products 

  • Income Strategies
  • Retirement Planning
  • Tax Planning and Strategies
  • Wealth Management
  • Estate Planning and Trust Services
  • Employer Retirement Plans

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

For more information about the services we provide, send us a quick email or call the office. We look forward to speaking with you. | (706) 769-3629

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