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 Baldwin Park Statistics 2018
Feb:747
Mar:977
Apr:891
May:491
June:857
July:380
Aug:640
Sept:522
Oct:13
Nov:884
Dec:696
Financial Planning Baldwin Park Statistics 2017
Feb:672
Mar:155
Apr:528
May:176
June:736
July:522
Aug:325
Sept:362
Oct:295
Nov:32
Dec:414
Financial Planning Baldwin Park Statistics 2016
Feb:32
Mar:699
Apr:95
May:960
June:413
July:467
Aug:64
Sept:160
Oct:444
Nov:956
Dec:652
Financial Planning Baldwin Park Statistics 2015
Feb:336
Mar:291
Apr:823
May:349
June:175
July:519
Aug:550
Sept:847
Oct:675
Nov:78
Dec:23
Financial Planning Baldwin Park Statistics 2014
Feb:600
Mar:348
Apr:773
May:895
June:380
July:187
Aug:744
Sept:413
Oct:887
Nov:839
Dec:373
Financial Planning Baldwin Park Statistics 2013
Feb:306
Mar:438
Apr:460
May:750
June:393
July:111
Aug:50
Sept:730
Oct:403
Nov:874
Dec:78
Financial Planning Baldwin Park Statistics 2012
Feb:393
Mar:628
Apr:425
May:67
June:706
July:448
Aug:478
Sept:306
Oct:796
Nov:251
Dec:200
Financial Planning Baldwin Park Statistics 2011
Feb:438
Mar:945
Apr:590
May:324
June:784
July:963
Aug:624
Sept:90
Oct:400
Nov:84
Dec:840
Financial Planning Baldwin Park Statistics 2010
Feb:196
Mar:891
Apr:523
May:600
June:765
July:602
Aug:178
Sept:158
Oct:230
Nov:603
Dec:226
Financial Planning Baldwin Park Statistics 2009
Feb:51
Mar:705
Apr:242
May:848
June:956
July:443
Aug:24
Sept:394
Oct:387
Nov:614
Dec:719
Financial Planning Baldwin Park Statistics 2008
Feb:576
Mar:343
Apr:261
May:977
June:428
July:101
Aug:771
Sept:625
Oct:993
Nov:294
Dec:224