Patterson Financial Services

professional services for investment management & financial stategies

My name is Craig Patterson, CLU, ChFC, CFP® 

As a financial professional with over 30 years experience helping individuals and businesses build their financial futures, I am dedicated to serving Central Pennsylvania.  Please check out my website to learn more about me and the products and professional services that I can provide to you.

Thank you for visiting my website.  I look forward to hearing from you!

Lease Payment

How much would your monthly lease payment be?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Trusts Offer More Than Estate Tax Protection

Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

Find out how and why mergers and acquisitions take place (and why they matter to investors).

Bridging the Gap Between Retirement and Medicare Eligibility

See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.

Inflation Protection for Investment Dollars

Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck