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!

Tax-Deferred Savings

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

HOT TOPIC: Housing Trends – New Rules Could Revive Recovery

Current housing trends, the role of the government in the housing-finance market, and what changes could mean.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

More Newsletters →