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Calculators

You can review interesting calculators on my site.

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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.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much can you afford to pay for a car?

How much would your monthly lease payment be?

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