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!

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Better Late Than Never

Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

Is Smart Beta for You?

Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

More Newsletters →