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!

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

College Funding

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Getting Real About Retirement

This article features a worksheet and relevant information to help estimate retirement expenses and income.

Avoiding Probate with a Transfer-on-Death Deed

Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.

College Savings: Roth or 529 Plan?

Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

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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