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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Bartlesville financial advisors Stephen Stipe & David Shoesmith of Wealth Management Solutions provide retirement services for executives and managers of ConocoPhillips and Phillips 66 as well as business owners and professionals in Bartlesville.

They call their approach “Retiring Right.” They ask questions, listen and use decades of experience to guide you toward the retirement you envision. They both have more than 25 years working with company retirement plans and are dedicated to helping oil industry retirees make sound decisions to achieve the best in retirement. They invite your questions about retirement, financial planning and investments. Call or email them. They are here to help.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Considering some important issues now could provide more options in the event of early retirement.

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Explains benefits of employee-stock ownership plans for succession planning.

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Describes how Roth accounts can generate tax-free retirement income.

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Determine whether you should consider refinancing your mortgage.

How much life insurance would you need to produce a sufficient income stream for your family?

How much will it cost to pay off a loan over its lifetime?

Will you be able to afford nursing home care?

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