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

Why I'm a Boglehead: My Investment Philosophy

by Chris Reddick on
Categories

If you've ever sat across from a financial advisor and walked away more confused than when you arrived, you've felt the problem I built my practice to solve. Somewhere along the way, investing got dressed up as something complicated — something that required stock picks, market timing, and a "secret...

How to Reduce or Delay RMDs from Pre-Tax Accounts

by Chris Reddick on
Categories

If you've spent decades contributing to a traditional IRA, 401(k), 403(b), or similar pre-tax retirement account, you've been building wealth with the promise that taxes come later. Well, later is now. Depending on your birth year, the IRS requires you to start withdrawing a minimum amount each year...

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