RIBBON CUTTING

Celebrate a Business Built Around Purpose

Join the Lake Norman Chamber of Commerce as we celebrate Purpose Driven Financial Services with an official ribbon cutting ceremony. Chamber members, community leaders, clients, friends and neighbors are invited to attend, meet the team and learn more about the firm’s commitment to helping people approach retirement with greater knowledge, clarity and confidence.

Come help us welcome and recognize this valued member of the Lake Norman business community while enjoying an afternoon of connection, celebration and relationship-building.

Purpose Driven Financial Services

Purpose Driven Financial Services is an independent financial services firm dedicated to helping federal employees, working professionals, pre-retirees and retirees better understand their financial strategies and prepare for the future. Education is central to the firm’s approach, helping clients make informed decisions based on their individual circumstances, priorities and retirement goals.

The firm provides personalized retirement planning and financial guidance designed to address important considerations such as retirement income, Social Security, tax strategies, legacy planning and the transition from earning a paycheck to living confidently in retirement.

Purpose Driven Financial Services also has experience helping federal employees understand and navigate benefits such as FERS or CSRS pensions, the Thrift Savings Plan, FEGLI and Social Security. Through its P.A.T.H. planning process, the team profiles each client’s financial situation, identifies goals, tailors strategies and helps put those strategies into action.

Why Attend?

The P.A.T.H. Planning Process

Ribbon Cutting Details

Date: Tuesday, October 6, 2026

Time: 3:30 PM

Host: Purpose Driven Financial Services

Location: 9820 Northcross Center Court, Suite 120, Huntersville, NC 28078

Ribbon cuttings are open to Chamber members and members of the community. We encourage everyone to arrive a few minutes early for networking and the official ceremony.

Phone: (888) 675-7670

Email: zar@pdfs.life

Website: www.pdfs.life

Please note: Purpose Driven Financial Services is an independent financial services firm. Information presented at this event or on linked websites is for general informational and educational purposes and should not be considered individualized accounting, legal, tax or investment advice. Purpose Driven Financial Services is not affiliated with any government agency.

Join Us for the Celebration!

Help us congratulate Purpose Driven Financial Services and celebrate its continued investment in the Lake Norman community.

Tuesday, October 6 at 3:30 PM