Join us for the Retirement Harvest Class

Learn about Income/Growth Planning and Tax/Estate Planning. 

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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:

Income Planning – What to do with cash not staying ahead of inflation

Investment Planning - Pros and cons of different types of investments

Healthcare Planning - Medicare and filling the gap prior to age 65

Estate Planning – NC specific strategies

Tax Planning – Why taxes may be your largest expense

*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 hour each educational-only event with no individual advice. Kenneth Stephenson and/or Valerie Seymour will be the instructors.  There are absolutely no sales or product pitches at our educational events.

Event Details:

2 Night Event

Holly Springs Cultural Center
300 W Ballentine St.
Holly Springs, NC 27540
Thursdays,
June 6th & June 13th
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.

Val new pic 2019 - black

Valerie Springle-Seymour, CLU® Financial Advisor

Valerie has worked at Complete Financial Solutions since May 2012. She has been an Investment Advisor Representative for Quest 10 Wealth Builders since April 2015. This Angier native received her bachelor’s degree from East Carolina University in December of 1998. Valerie’s financial experience began in January of 2000 in New York City as a registered representative for Baron Capital, a mutual fund company. In 2006, she left Baron Capital to assist with the launch of a startup hedgefund, RiverPark Capital.

Valerie is the President of the Fuquay-Varina Junior Woman’s Club (FVJWC), a member of the Fuquay-Varina Chamber, Run the Quay committee and Angier Baptist Church. Valerie enjoys spending time with her husband, Jim, and chasing their twin boys, James and Michael, and Cappy (their dog). She also loves volunteering in her community, family outings to the beach and most outdoor activities.

Rather MeetOne-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (919) 552-4286

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 Charles Schwab & Co., Inc.

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.