Chris Reddick Financial Planning, LLC
Chris Reddick Financial Planning (CRFP) is a San Antonio-based fee-only financial planning firm. 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. We move clients from feeling restricted and overwhelmed about their finances to feeling focused and empowered. We specialize in retirement, investment, and financial planning especially for professionals in corporate, education, and public service careers. We are unique in offering a subscription-based model where clients can pay monthly for financial planning. We serve clients locally in the San Antonio area and virtually nationwide.
Latest Blog Post
A question that many financial planners get is: do I have enough to retire? In the past, this was an easy calculation, and you would get a defined benefit pension and know the amount of income you would get each month in retirement. Unfortunately, we are not so fortunate, with many corporate...
Target date funds have become very popular in corporate 401(k) retirement plans. Employers began adopting target-date funds with greater regularity after Congress passed the Pension Protection Act of 2006. The legislation gave legal protections for businesses that automatically enrolled workers into...
Increasingly tech start-up companies are moving to Texas to take advantage of lower taxes and a more favorable business climate. With these moves, high-tech workers are being offered Incentive Stock Options (ISOs) as part of their employment agreement. Typically, these come with a four-year vesting...
At Chris Reddick Financial Planning, we Educate you about your personal finances, Inspire you to make meaningful change, and help you Achieve your short and long-term financial goals. Learn more about the movement at www.chrisreddickfp.com
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