…
About CHRIS REDDICK FINANCIAL PLANNING
CHRIS REDDICK FINANCIAL PLANNING is a reputable financial planning firm that specializes in providing comprehensive financial planning services to individuals and families. With extensive experience in the financial industry and a team of dedicated advisors, CHRIS REDDICK FINANCIAL PLANNING is committed to helping its clients achieve their financial goals and secure a stable financial future.
Facts and Insights
Here are some key takeaways regarding how CHRIS REDDICK FINANCIAL PLANNING helps its clients:
Assets Under Management, Number of Advisors, and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
CHRIS REDDICK FINANCIAL PLANNING offers a wide range of financial services to cater to the diverse needs and goals of its clients. Some of the services provided include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
The advisors at CHRIS REDDICK FINANCIAL PLANNING work with a variety of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Young adults
Fees & Compensation
CHRIS REDDICK FINANCIAL PLANNING operates on a fee-only compensation model, meaning the firm is not tied to any specific products or companies. This allows the advisors to act in the best interest of their clients and provide unbiased financial advice. Fees are charged based on a percentage of assets under management or a flat retainer fee.
Background
The founder and lead financial advisor of CHRIS REDDICK FINANCIAL PLANNING, Chris Reddick, has over 15 years of experience in the financial industry and holds multiple certifications, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Investment Management Analyst (CIMA). The team of advisors at the firm also has a wealth of experience and expertise in various areas of financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, CHRIS REDDICK FINANCIAL PLANNING is required to disclose any potential conflicts of interest to its clients. The firm is also bound by fiduciary duty, meaning they are legally obligated to act in the best interests of their clients at all times.