Chris Reddick Financial Planning, LLC

Chris Reddick Financial Planning, LLC is a financial planner in San Antonio, TX. The firm provides fee-only and advice-only financial planning services, specializing in retirement, investment, and tax planning. The practice serves educators and public service professionals, including those with state pensions or federal FERS benefits, both locally in the San Antonio area and virtually nationwide. The firm maintains a 5.00 rating.

The practice utilizes an education-based approach designed to educate clients about their finances, inspire meaningful change, and help them achieve long-term goals. Services include comprehensive financial planning through a structured eight-week engagement, as well as hourly, project-based, and monthly subscription options. As a fiduciary, the firm assists with retirement income planning, pension decisions, Roth conversion strategies, Social Security timing, and investment allocation. Because the lead planner holds both CFP® and Enrolled Agent credentials, the firm integrates deep tax expertise into the planning process to help clients manage income, deductions, and withdrawal strategies.

Chris Reddick Financial Planning, LLC is known for providing clear, actionable guidance that helps clients move from feeling overwhelmed to feeling empowered. The firm's reputation is built on offering specialized expertise for public servants and providing thorough, well-documented financial strategies.

The firm remains a dedicated resource for educators and public service professionals seeking specialized retirement and tax planning in San Antonio.