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    Chief Advisor/President

    KENNETH STEPHENSON
    Chief Advisor/President      
    Kenneth@CompleteFinancialSolutions.org

    Kenneth D. Stephenson is the founder and president of Complete Financial Solutions, Inc., and the Chief Investment Advisor at Quest 10 Wealth Builders, Inc., a Registered Investment Advisor. He has 20 years of experience in the financial services industry. Kenneth and his team focus on a holistic financial planning process which includes structured retirement income plans, estate planning, and Medicare and Social Security planning for retirees.

    Experience-Achievement-Education
    Kenneth grew up on a farm in eastern NC which taught him valuable lessons at an early age about hard work, integrity, and treating people the right way. “There was NO wasting time after school or in the summer. There were long days and hard physical labor.” He credits his family, especially his father and 2 older brothers with instilling this work ethic when he was growing up, that quite frankly is hard to find today. This same work ethic now shines through in his financial planning practice on a daily basis.

    Kenneth obtained the Chartered Financial Consultant® designation through NCSU and The American College. The ChFC® designation, according to The American College is the most extensive education that can be obtained in the financial planning field. He has since also obtained the Certified Financial Educator® through the Heartland Institute of Financial Education. He was approved by The Heartland Institute after extensive study. The CFEd® is awarded to individual professional practitioners who have knowledge in the field of financial service and experience in teaching adult learners. 

    Kenneth is an investment advisor representative of Quest 10 Wealth Builders, Inc. a Registered investment advisor. He is also a licensed insurance professional. Kenneth has won numerous awards in the industry. He is author of the recently published book titled "Retirement Harvest: Your Guide For The Fall and Winter of Life."

    Family Information
    Kenneth and his wife Sandy recently celebrated their 30th wedding anniversary. Kenneth enjoys spending time with his family, including son Colt and daughter Ashlee and her husband Corey. He also works out on the farm and travels, his favorite spot being Smith Mountain Lake, Virginia. 

    To schedule a time to discuss your retirement harvest, contact us at info@quest10wealth.com or call us at (919) 552-4286 or (888) 316-6232 today!

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    "Your Retirement Income Planning Checklist”
    Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

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    Meet Kenneth Stephenson

    Kenneth and his team focus on a five-step planning process which includes structured retirement and Social Security income planning, investments, tax efficiency in retirement, healthcare planning, and estate planning.

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    Kenneth’s New Book

    Click here to get your copy of , "Retirement Harvest, Your Guide For the Fall and Winter of Life".

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    Quest 10 Wealth Builders, Inc. is the investment arm of the company and is a Registered Investment Advisor in the state of NC.

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    Investment advice is provided by Quest 10 Wealth Builders, Inc., a Registered Investment Adviser with the NC Secretary of State Securities Division. Insurance and annuity products are sold separately through Complete Financial Solutions, Inc. Securities transactions for Quest 10 Wealth Builders, Inc. are placed through Fidelity Investments and Trust Company of America.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.