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

If you teach in a Texas public school, the single most important question you can answer about your retirement is: when will my age plus years of service equal 80? That's the Rule of 80, and it's the milestone that unlocks normal-age retirement under the Teacher Retirement System of Texas (TRS).

The...

Should I take a partial lump-sum option from TRS?

by Chris Reddick on
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Educators and administrators enrolled in the Teachers Retirement System (TRS) of Texas have an option called the Partial Lump Sum Option (PLSO) upon retirement. This blog post explains what the PLSO is, how it works, and the benefits and drawbacks of taking it.

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