Chris Reddick Financial Planning specializes in providing investment management, retirement planning, financial planning, college and student loans planning for professionals in corporate, education, and public service careers.
FOR IMMEDIATE RELEASE
SAN ANTONIO, Texas – April 1, 2020 – Chris Reddick Financial Planning (CRFP), LLC is pleased to offer the following financial planning/investment management packages.
Basic Package (Kick Start): Covers 1-2 areas of Financial Planning with a base price starting at $500.** With the basic or kick start package there is a 1.5-hour meeting with you where the financial plan is presented and implementation is discussed. To work on the implementation of the plan, there can be periodic phone call check-ins for up to 4 months. This is a great introductory package for those who are new to financial planning or only want specific problems to be solved.
Investment Management Package (Most Affordable): Clients that prefer to only have Investment Management will be charged $50 per month or $150 per quarter (plus the platform fee).** This is a very affordable package that has a flat fee, so as your investments grow you pay the same fee. You can cancel at any time with 30 days notice.
Premium Subscription Package (Most Popular): Provides ongoing Comprehensive Financial Plan throughout the year covering all areas of financial planning including investments, retirement, tax planning, insurance, estate, employee benefits, college funding, student loans, and much more. The Premium Subscription Package covers ongoing financial planning where we will meet, at least twice a year, with periodic phone call check-ins throughout the year. In this plan, payments are made in advance monthly at $125 or quarterly at $375.** Clients that work virtually there will be a price decrease of $25 per month. You can cancel at any time with 30 days notice.
Platinum Package (Best Value): Provides Investment Management and Comprehensive Financial Planning for a flat fee of $175 per month or $525 per quarter.** The client will also pay the platform fee for their assets under management. The Platinum Package provides the best value with both Comprehensive Financial Planning and Investment Management rolled up into one package. You can cancel at any time with 30 days notice. Clients that work virtually there will be a price decrease of $25 per month. Investment Management: Clients that prefer to only have Investment Management will be charged $50 per month or $150 per quarter (plus the platform fee).**
*The advisor fees are pro-rated and paid in advance on a monthly or quarterly basis. Fees are current as of today.
**This is the base price that can change depending upon the level of plan complexity.
To learn more about CRFP, please visit https://www.chrisreddickfp.com/
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Media Contact:
Chris Reddick
Chris Reddick Financial Planning, LLC
210-218-8040
creddick@chrisreddickfp.com
Chris Reddick Financial Planning specializes in providing investment management, retirement planning, financial planning, college and student loans planning for professionals in corporate, education, and public service careers.
FOR IMMEDIATE RELEASE
SAN ANTONIO, Texas – July 17, 2019 – Chris Reddick Financial Planning, LLC, a new financial planning firm founded by Christopher Reddick, is set to open this month. Chris Reddick Financial Planning (CRFP) is a San Antonio based fee-only investment advisor firm registered with the State of Texas. CRFP serves clients locally in the San Antonio area and virtually nationwide.
CRFP is an investment advisor firm that specializes in investment management and financial planning for professionals in corporate, education, and public service careers. The firm takes an education values-based approach to educate, inspire, achieve.
Dr. Reddick states, “Our belief at Chris Reddick Financial Planning (CRFP) is to Educate you about your personal finances, Inspire meaningful change in your life, and help you Achieve short- and long-term financial goals.” Reddick says, “Education is the overriding tool that is used to better understand your financial situation and enable impactful change.”
Chris Reddick is Financial Advisor and Owner of Chris Reddick Financial Planning, LLC. He is a CERTIFIED FINANCIAL PLANNERTM professional which is the highest standard for personal financial planning in the industry. In addition, he has 20 years of work experience as a professor.
Chris was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. He earned a Ph.D. in Political Science from the University of Sheffield, in the United Kingdom. Dr. Reddick moved to the U.S. in 2000 to begin his university teaching career at Murray State University in Kentucky. He currently is a full professor at the University of Texas at San Antonio and has taught, among other subjects, a graduate-level course in economics since 2001. Dr. Reddick has 11 years of management experience as a department chair. Chris is an author of numerous books and articles on technology, finance, and other management subjects.
Chris also works as an on-demand personal financial counselor with Zeiders Enterprises, which serves the active-duty military. Chris is currently a Board Director for the San Antonio Financial Planning Association and serves on the pro bono committee.
To learn more about CRFP, please visit https://www.chrisreddickfp.com/
# # #
Media Contact:
Chris Reddick
Chris Reddick Financial Planning, LLC
210-218-8040
creddick@chrisreddickfp.com
