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!

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Insurance

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Qualified Charitable Distributions

Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.

Watch Out for Scams That Target Businesses

Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

Steps to Help Lower Capital Gains Taxes

Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.

A New Option for Providing Health Coverage in 2020

Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.

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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