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Services

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:

Business Retirement Planning

  • 401(k) plans
  • Cash Balance plans
  • Defined benefit and profit-sharing plans
  • Plan regulatory support and participant education

Wealth Management

  • Asset management
  • Asset allocation
  • Debt management

Risk Management

  • Long term care analysis
  • Insurance planning
  • Asset Protection

Tax-Managed Strategies

  • Tax-Aware Solutions
  • Pension maximization and optimization
  • IRA distribution efficiency

Financial Planning

  • Multi-generational planning
  • Taxation minimization for distribution and growth
  • Retirement income planning


*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) 310-2175

Contact Us Today To Get Started

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