Complete Financial Solutions and Kenneth D. Stephenson will strive to assist our clients with their financial challenges & concerns using the highest degree of honesty, integrity, and professionalism to ensure they achieve their ultimate financial goals and dreams.
Complete Financial Solutions is an Approved National Ethics Bureau Member!
CNBC’s “On the Money” program recently touted NEB as an important scam prevention resource. In fact, they strongly urged all consumers to check out their advisors with NEB before doing business. Click here to watch the clip.
What We Provide:
Asset Protection
Estate Preservation
Retirement Planning
For over 17 years we have assisted our clients with many complex & simple financial decisions. These include retirement planning, asset protection, estate preservation, LTC planning, specialized life insurance products, and health insurance for seniors and underage.
We believe our experience, ethical standards and professionalism sets us apart.
We also have access to associates such as estate attorneys or tax professionals that we will team with, on your behalf, if needed.
Office Locations in:
Fuquay-Varina, NC : Get Directions
Raleigh, NC : Get Directions
Wilmington, NC : Get Directions
Kenneth D. Stephenson was raised on a farm in North Carolina where he learned at an early age about hard work, integrity, and treating people right. Kenneth began his career in 1993, using these same traits as the foundation for his business.
Kenneth is a Chartered Financial Consultant® which is one of the most extensive financial designations an advisor can earn. Kenneth completed his coursework for this designation over a three year period at NCSU and The American College.
Kenneth is a fee based investment advisor representative which means you get un-biased advice with your equities. Kenneth holds insurance licenses in NC and SC for Life, Health, Medicare, and Long Term Care.
Kenneth has extensive training in the retirement plan market of IRA’s, 401-k, 403-B and all other retirement plans.
“Our firm is an investment advisor registered with the state of North Caroline. Due to various state regulations and filing requirements, our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.
Our firm does not render personalized advice or services or effect, or attempt to effect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm.
Kenneth Stephenson continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations.”