Purpose Driven Financial Services

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Purpose Driven Financial Services PDFS was created with the intent to help individuals and families to truly understand how to better keep their assets and limit their tax risk.

💕 October is Breast Cancer Awareness Month! 💕At Purpose Driven Financial Services, we believe awareness, education, and ...
10/18/2026

💕 October is Breast Cancer Awareness Month! 💕

At Purpose Driven Financial Services, we believe awareness, education, and early detection can make a difference. 💗

This month, we stand with those fighting breast cancer, celebrate the strength of survivors, honor those we’ve lost, and support the families affected.

🎀 Early detection saves lives. Stay informed, know your body, and talk with your healthcare provider about when screenings are right for you.

Together, we can spread awareness, encourage hope, and remind everyone that no one fights alone.

💗 Stronger Together!

10/18/2026

Millions of people save for decades for the day when they turn in their laptops and never have to work again. When the day comes, though, many fear spending down their nest eggs.

10/17/2026

As AI accelerates the pace of business, leaders are under pressure to keep up. Here's why pausing to think may be one of the most productive things business leaders can do.

10/17/2026

🎃👻 Don’t let your financial future give you a fright!

This spooky season, the scariest thing isn’t the ghosts and goblins… it’s not having a plan! 🕸️

At Purpose Driven Financial Services, we’re here to help take the fear out of planning for retirement, protecting your family, and preparing for the unexpected.

🧡 No tricks, just treats — and consultations are always FREE!

Plan with Purpose. Protect What Matters. 🎃

10/17/2026

A well-funded retirement can still be under-funned—a reality check for younger generations chasing financial freedom.

10/16/2026

🧡💙 Let’s Talk Social Security!

Are you making the most of your Social Security benefits? Join Purpose Driven Financial Services for one of our FREE educational workshops!

📍 October 20 – Davidson Library

📍 October 27 – Charles Mack Citizen Center

📍 October 29 – Mallard Creek Recreation Center

⏰ All workshops: 6–8 PM

Learn how to maximize benefits, minimize taxes, and plan smarter for retirement!

✨ Bring a friend! Seats are limited!

📞 Reserve your spot: 704-761-8788

People. Plans. Purpose. 🧡💙

10/16/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

🎃 Don’t Let Your Financial Future Be Spooky! 👻This Halloween season, the only thing that should scare you is what’s hidi...
10/15/2026

🎃 Don’t Let Your Financial Future Be Spooky! 👻

This Halloween season, the only thing that should scare you is what’s hiding in the pumpkin patch! 🎃

At Purpose Driven Financial Services, we’re here to help take the fear and uncertainty out of planning for your future.

From retirement planning and life insurance to Medicare and long-term care, we’re here to help you make informed decisions with confidence.

🧡 No tricks, just treats — and consultations are ALWAYS FREE!

📞 704-761-8788
🌐 www.pdfs.life

People. Plans. Purpose.

10/14/2026

WHAT DO WE DO?
You've worked hard to save for retirement, but do you have a plan for making that money last? 💭
Zar has something for you to think about today!
At Purpose Driven Financial Services, we believe retirement should come with a plan, not just a savings account.
📞 704-761-8788
All consultations are always free!

📣 YOUR RETIREMENT DESERVES A PLAN, NOT GUESSWORK!Are you making the most of your Social Security benefits? Join Purpose ...
10/13/2026

📣 YOUR RETIREMENT DESERVES A PLAN, NOT GUESSWORK!

Are you making the most of your Social Security benefits? Join Purpose Driven Financial Services for one of our upcoming FREE Maximizing Social Security Workshops!

💡 Learn about claiming strategies, avoiding costly mistakes, minimizing taxes, and making informed retirement decisions.

📍 3 Convenient Locations!

October 20 – Davidson Library

October 27 – Charles Mack Citizen Center, Mooresville

October 29 – Mallard Creek Recreation Center, Charlotte

⏰ 6:00–8:00 PM

🎟️ FREE TO ATTEND — SEATING IS LIMITED!

📞 Call 704-761-8788 or email [email protected] to reserve your spot!

🧡💙 People. Plans. Purpose.

Address

9820 Northcross Center Court
Huntersville, NC
28078

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17042003915

Website

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