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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.

Stephen Stipe and David Shoesmith standing in suits.
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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 and gas 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.

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Clients' Bill of Rights

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Oil Industry Retirees

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Resources

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Our Bartlesville Office

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Open enrollment is your chance to make every benefit count.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future value of your current savings.

Will you be able to afford nursing home care?

Use this calculator to determine whether you qualify for the different types of IRAs.

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Complimentary Special Report:

The Top 8 Mistakes Oil Industry Retirees Make...
and How to Avoid Them

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