I work with clients to provide sound financial strategies that help people pursue their goals and dreams. Whether you are looking to retire, generate a higher level of income, reduce taxes through tax planning, save for your future, reduce taxes or plan for education - I can help you! 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.
What to Expect
We have created a private, safe environment to share your individual goals and objectives with us. Open dialogue and questions are always welcomed and encouraged from our clients. In our first meeting, we will determine if we can add value to your current situation and how to best design a plan to pursue your financial goals.
What to Bring to Our First Meeting
Bring whatever financial information is pertinent to our discussion. I recommend that customers bring recent financial statements, net worth summaries, insurance policies or other information that can help me quickly learn more about your financial situation. If you are an Oconee State Bank customer – no need to bring your banking information!
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oconee State Bank and Oconee State Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Oconee State Financial Services, and may also be employees of Oconee State Bank or Oconee State Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Oconee State Bank. The Oconee State Financial Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, CT, FL, GA, IL, MS, NC, OK, SC, TX, VA, WA. Securities and insurance offered through LPL or its affiliates are: