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

Starting January 28, 2026, federal employees with a Traditional TSP balance gained a powerful new tool: the ability to convert pre-tax savings directly to Roth — inside the plan itself, with no outside rollover required. Here is everything you need to know.

What Is a Roth In-Plan Conversion?

A Roth in...

The Pros and Cons of Taking a Pension Lump Sum or Annuity

by Chris Reddick on
Categories

Having a pension is becoming increasingly rare, especially in the private sector. Many private pensions have been frozen, and employees can no longer contribute to them. With a pension, the most crucial retirement decision you'll face is whether to take your pension as a lump sum or an annuity....

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