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

A research-based guide to one of retirement planning's biggest decisions

As an educator-turned-financial-planner, I frequently field questions from teachers, administrators, and public service professionals about Roth conversions. The question that comes up most often isn't whether to convert—it's ho...

How the One Big Beautiful Bill Act creates new opportunities to avoid hidden tax traps in retirement

As a financial planner who has spent years helping educators and public service professionals plan for retirement, I've seen firsthand how tax planning can make or break a retirement strategy. Today...

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