Chris Reddick Financial Planning, LLC

Chris Reddick Financial Planning (CRFP) is a San Antonio-based fee-only, advice-only financial planning firm for educators and public service professionals. Chris Reddick, CFP®, EA, RICP®, gives you clear retirement, tax, and investment advice in plain English, with flat fees, no products, and no asset management. We serve clients locally in San Antonio and virtually nationwide.

Who We Help

  • Texas teachers and school staff in TRS, deciding when to retire under the Rule of 80 and what to do with their 403(b) and 457(b)
  • University faculty and staff coordinating TRS or ORP, 403(b) plans, and Social Security
  • Federal employees planning around FERS, the TSP, and Roth conversions
  • City and county employees in TCDRS and TMRS who want a clear retirement income plan

See examples of how we help.

Two Ways to Work Together

One-Time Plan: $3,000

A complete written financial plan in 8 weeks, built over three virtual meetings, covering retirement, investments, taxes, insurance, estate, and benefits. See what's included.

Ongoing Plan: $150/month

Quarterly meetings, an online plan that stays current, and an annual tax planning review. No setup fee, cancel anytime. Compare plans and pricing.

Just have one question? Book a one-hour session through Nectarine, my partner platform.

Book My Free Call

Have questions about your finances?

Book a one-on-one session with Chris Reddick to get personalized guidance and expert insight.

Get started here

Latest Blog Post

TRS-Care vs. ACA and Medicare Options: 2027 Guide for Retirees

by Chris Reddick on
Categories
Retirement

Most Texas educators I talk with about TRS-Care ask the same thing: "Can I find something cheaper?" Sometimes you can. But comparing premiums isn't enough, because leaving TRS-Care can be hard to reverse.

This guide compares TRS-Care vs. ACA coverage before 65 and TRS-Care Medicare Advantage vs...

Schedule A Free Initial Consultation

Schedule Now