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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

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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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.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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

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

This calculator can help you estimate your annual federal income tax liability.

How much would your monthly lease payment be?

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Complimentary Special Report:

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

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