Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:

Save Time
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.


Services
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
Services
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.

Meet the People Behind the Planning

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.









Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.
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What We Believe:
Financial Planning Anaheim Statistics 2018
Feb:166
Mar:940
Apr:670
May:385
June:200
July:207
Aug:752
Sept:343
Oct:11
Nov:906
Dec:169
Financial Planning Anaheim Statistics 2017
Feb:759
Mar:323
Apr:942
May:135
June:981
July:638
Aug:957
Sept:477
Oct:140
Nov:371
Dec:326
Financial Planning Anaheim Statistics 2016
Feb:749
Mar:365
Apr:568
May:425
June:124
July:890
Aug:770
Sept:290
Oct:829
Nov:439
Dec:675
Financial Planning Anaheim Statistics 2015
Feb:647
Mar:427
Apr:372
May:658
June:332
July:542
Aug:534
Sept:90
Oct:865
Nov:475
Dec:226
Financial Planning Anaheim Statistics 2014
Feb:112
Mar:182
Apr:322
May:253
June:554
July:648
Aug:592
Sept:303
Oct:13
Nov:160
Dec:728
Financial Planning Anaheim Statistics 2013
Feb:49
Mar:498
Apr:428
May:879
June:938
July:103
Aug:908
Sept:584
Oct:530
Nov:280
Dec:242
Financial Planning Anaheim Statistics 2012
Feb:822
Mar:776
Apr:954
May:687
June:250
July:179
Aug:532
Sept:362
Oct:362
Nov:854
Dec:615
Financial Planning Anaheim Statistics 2011
Feb:502
Mar:207
Apr:219
May:516
June:367
July:948
Aug:654
Sept:417
Oct:445
Nov:81
Dec:295
Financial Planning Anaheim Statistics 2010
Feb:184
Mar:202
Apr:967
May:715
June:483
July:208
Aug:577
Sept:305
Oct:984
Nov:530
Dec:993
Financial Planning Anaheim Statistics 2009
Feb:709
Mar:524
Apr:596
May:70
June:378
July:211
Aug:987
Sept:881
Oct:419
Nov:206
Dec:396
Financial Planning Anaheim Statistics 2008
Feb:153
Mar:49
Apr:203
May:599
June:131
July:498
Aug:982
Sept:315
Oct:701
Nov:948
Dec:29