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

If you're a teacher, professor, or public employee eyeing retirement, you've probably heard people talk about Roth conversions like they're a magic trick for lowering taxes. They aren't magic — but with the right timing, a Roth conversion can meaningfully reduce the taxes you and your family pay...

If you're planning to retire before age 65, you'll need a way to cover health insurance until Medicare begins — and for most early retirees, that means a plan purchased through the federal or a state Health Insurance Marketplace. What surprises many people is that the size of the subsidy, or premium...

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