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.
Clients' Bill of Rights
Oil Industry Retirees
Resources
Our Bartlesville Office
As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Complimentary Special Report:
The Top 8 Mistakes Oil Industry Retirees Make...
and How to Avoid Them