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Calculators

You can review interesting calculators on my site.

Contact Us

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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.

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

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Describes benefits of volunteer travel for personal growth and giving back.

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How much would your monthly lease payment be?

How much do you need to save each year to meet your long-term financial goals?

How Long Will It Take to Pay my Balance?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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