Chris Reddick Financial Planning, LLC

Chris Reddick Financial Planning (CRFP) is a San Antonio-based fee-only and advice-only financial planning firm. We specialize in retirement, investment, tax planning, and financial planning, especially for public service professionals and educators. We take an education values-based approach that encourages learning about your financial situation, inspiring you to take action, and working with you to achieve your financial goals. As a result, we move clients from feeling restricted and overwhelmed about their finances to feeling focused and empowered. We offer hourly, project, and monthly subscription financial planning. We serve clients locally in the San Antonio area and virtually nationwide.

 

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Latest Blog Post

Bear Market Survival and Asset Allocation

by Chris Reddick on
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Bear markets are inevitable, but permanent loss is not. The mix between stocks and bonds in your portfolio largely determines how far you fall during a downturn and how long it may take to recover. Historically, deeper drawdowns require higher subsequent returns and more time to get back to even...

When you inherit an IRA from someone other than your spouse, you face decisions that can shape your tax bill for a decade or more. The SECURE Act and subsequent IRS regulations significantly changed the options, so understanding the rules is essential if you want to keep more of what you inherit and...

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