Join us for the Retirement Harvest Class
Learn about Income/Growth Planning and Tax/Estate Planning.
The Retirement Harvest Class
You’ve sowed the seeds for retirement all throughout your career. As retirement approaches, do you have a well-rounded retirement income plan with inflation, market volatility, and taxes going up?
Join us for the Retirement Harvest Class, where we’ll discuss:
*Your investment adviser representative is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.
This is a two-night, 2.5 hour each educational-only event with no individual advice. Kenneth Stephenson will be the instructor. James Adcock will be a guest speaker. There are absolutely no sales or product pitches at our educational events.
Event Details:
Monday, June 5th 6:00-8:30pm
and
Monday, June 12th 6:00-8:30pm
Call 919.285.2320 with any questions.
Kenneth Stephenson Chief Advisor, President
Kenneth 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 over 26 years of experience in the financial services industry.
Kenneth grew up on a farm in eastern North Carolina, which taught him valuable lessons 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," Kenneth recalled.
He credits his family, especially his father and two older brothers, with instilling a strong work ethic in him, that, quite frankly, is hard to find today. Kenneth uses this work ethic every day in his practice.
Kenneth obtained the Chartered Financial Consultant (ChFC)® designation from The American College in 2008. In 2018, he earned the Retirement Income Certified Professional (RICP®) designation through The American College.
Kenneth is an investment advisor representative of Quest 10 Wealth Builders, Inc. and is also a licensed insurance professional. He put much of his knowledge and experience around financial planning in his book, "Retirement Harvest: Your Guide For The Fall and Winter of Life."
Kenneth and his wife, Sandy, have been together since they were teenagers. Both grew up on family farms, which, they both understand now, instilled a hard work mentality. Their family includes son, Colt, daughter, Ashlee, son-in-law, Corey, and grandchildren, Wyatt and Shepherd, Elliott, and Fletcher. Ken and Sandy also have a sweet little black and white Maltipoo, Oreo. Kenneth and Sandy like to travel or just hang out with friends and family. In addition, they own a second business, Willow Springs Turf, where they both can still have their hands in a family farm.
James S. Adcock III
James S. Adcock III is a Fuquay-Varina attorney and native who represents a variety of business, government, and individual clients across the State of North Carolina. He focuses his practice on commercial real estate; trust and estates; and business planning. He was a former partner in Cumalander Adcock, LLP until its acquisition by James S. Adcock III, P.A., and he is now sole shareholder of the successor firm.
In addition to his private practice, he serves as appointed Town Attorney for the Town of Fuquay-Varina, advising the Town Board, staff and advisory boards on a variety of local government matters.
Mr. Adcock prides himself in being a trusted advisor to families and businesses and strives to be available, proactive, and practical in his approach to practice. His diverse background in the agricultural, construction and land development industries gives him the unique ability to understand what matters to his clients and to assist them in obtaining results.
Mr. Adcock attended Campbell University earning an undergraduate degree in Trust and Wealth Management and furthered his study at The University of North Carolina School of Law.
In addition to the practice of law, he owns and manages several business entities involved in commercial rental property and development. He is a member of the Board of Directors of The Fidelity Bank.
Mr. Adcock holds a N.C. commercial general contractors license and a FAA private pilot certificate with instrument and multi-engine ratings.
He resides in Fuquay-Varina with his wife, Jennifer, and two children, Charlotte and Stewart. In addition to professional activities, he enjoys flying, beekeeping, church activities and traveling.
Areas of practice:
Estate Planning and Administration
Real Property Development and Transactions
Business Planning and Transactions
Local Government and Land Use Matters
Rather MeetOne-on-one?
Schedule a meeting with one of our team to create your financial strategy today.
7629 Purfoy Road, Suite 105
Fuquay-Varina, NC 27526
(919) 552-4286 | team@completefinancialsolutions.org
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through Quest 10 Wealth Builders, Inc., an SEC Registered Investment Advisory firm. Insurance and annuity products are sold separately through Complete Financial Solutions, Inc., an affiliated entity. Securities transactions for Quest 10 Wealth Builders, Inc. are placed through Fidelity Investments and TD Ameritrade. Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc. are not affiliated with Fidelity Investments and TD Ameritrade.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.