You're past 50, retirement is in sight, and you want to put more away while the paychecks are still coming. That is what catch-up contributions are for, and public employees have more of them than almost anyone. There is a catch-up at age 50, a larger one at ages 60 through 63, a special 457(b)...
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
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.
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Have questions about your finances?
Book a one-on-one session with Chris Reddick to get personalized guidance and expert insight.
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