top of page
Retiring Right logo over a sunset field with hay bales.

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.
Right Guides header.jpg

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.

CLIENT BILL OF RIGHTS.jpg

Clients' Bill of Rights

OIL INDUSTRY RETIREES.jpg

Oil Industry Retirees

RESOURCES copy.jpg

Resources

OUR OFFICES.jpg

Our Bartlesville Office

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Details 401(k) contribution and catch-up limits for maximizing savings.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Will you be able to afford nursing home care?

How Long Will It Take to Pay my Balance?

WMS-SpecialReportCover-1.jpg

Complimentary Special Report:

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

bottom of page