Chris Reddick
About Me
Hi, I’m Chris Reddick, a fee-only, advice-only financial planner and founder of Chris Reddick Financial Planning, LLC, which I started in 2019. I specialize in retirement, tax, and investment planning for educators and public service professionals, including TRS members, federal employees, and anyone coordinating a pension with a 403(b), 457(b), or TSP.
As a CFP®, RICP®, and Enrolled Agent (EA), I bring together financial planning, retirement income, and tax expertise to help you make confident decisions about when to retire, how to draw income, and how to keep more of what you’ve earned. I don’t manage your money or earn commissions. You keep full control of your accounts, and I give you clear, conflict-free advice.
My approach is goal-based. We’ll set meaningful goals together, build a clear plan, and keep you on track as life changes.
How we can work together:
One-Time Plan – $3,000. A comprehensive financial plan built over three virtual meetings across about eight weeks, with a customized written plan (15+ pages) and prioritized action steps covering retirement, investments, taxes, insurance, and estate planning.
Ongoing Plan – $150/month. Quarterly meetings, online plan access updated as life changes, an annual tax planning review including your tax return, help implementing recommendations, and email support between meetings. No setup fee, and you can cancel anytime.
One-hour sessions. Just have one question? Book a single session through Nectarine, my partner platform.
Many clients start with the One-Time Plan and then move into the Ongoing Plan.
A little about me: I was born and raised in Canada and hold an MBA from the University of Guelph and a Ph.D. in Politics from the University of Sheffield in the UK. I moved to the U.S. in 2000 to begin my university teaching career and am a full professor of Public Administration at the University of Texas at San Antonio. I’ve taught graduate-level economics, served 11 years as a department chair, and written books and articles on finance, technology, and management, including research on pensions and retirement income.
I work virtually with clients nationwide. Let’s connect: book a free 30-minute introductory call to see if we’re a good fit.