Frequently Asked Questions

Why choose Patterson Financial Services?

  • Client-Centric Approach: We recognize the hard work that goes into earning your money. Patterson Financial Services' commitment is to create a personalized financial plan that prioritizes your unique needs, ensuring that your financial goals are always at the forefront of our strategy.
  • Focus on Long-Term Success: We believe in sustainable financial health. Rather than pushing for quick fixes or rushed solutions, we take the time necessary to develop strategies that benefit you both now and in the future.
     
  • Expert Financial Guidance: Our experienced professionals stay updated on market trends and financial regulations, ensuring you receive informed advice tailored to your situation.
     
  • Holistic Financial Planning: We take a comprehensive approach, integrating various financial aspects—investment management, retirement planning, estate planning, insurance and more—to provide a complete financial picture.
  • Building Lasting Relationships: Trust and understanding are the cornerstones of our client relationships. By fostering open communication, we collaborate closely with you to design a financial plan that aligns with your aspirations.

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What type of clients does Patterson Financial Services work with?

  • At Patterson Financial Services, we partner with clients seeking expert guidance in planning their financial futures. We prioritize building long-term, loyal relationships with those who appreciate personalized advice and dedicated support.
  • We are passionate about working with individuals who have ambitious yet achievable goals. Our ideal clients are those who value our insights as we help them navigate their financial journeys with confidence.

How will we measure success?

  • At Patterson Financial Services, we define success individually for each client. Recognizing that every financial situation is unique, we establish success criteria tailored to your specific goals, rather than relying on generic benchmarks or market predictions.
  • Our team employs a variety of metrics to closely monitor the performance of each client’s portfolio. With our outcome-centered framework, you can make informed decisions with confidence, knowing that we can adapt strategies as your circumstances evolve. 

Will you have a fiduciary duty to me?

Yes. As a Certified Financial Planner (CFP®), we are required to comply with the Code and Standards. It’s a requirement of the certification that is critical to the integrity of the CFP® marks.

The code of ethics says a CFP® professional must:

  • Act with honesty, integrity, competence, and diligence.
  • Act in the client’s best interests.
  • Exercise due care.
  • Avoid or disclose and manage conflicts of interest.
  • Maintain the confidentiality and protect the privacy of client information.
  • Act in a manner that reflects positively on the financial planning profession and CFP® certification.

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How can I get started working with Patterson Financial Services?

Give us a call at 717-295-9612 or schedule an appointment. We can meet in person or virtually!

At Patterson Financial Services, we kick off your financial planning journey by asking insightful questions to uncover your principles, values, beliefs and both short- and long-term goals. We then collaborate with you to align your financial objectives with your core values. With this comprehensive understanding, our team will collect the necessary information to develop a strategic financial plan designed to guide you toward achieving your aspirations.