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 Buena Park Statistics 2018
Feb:932
Mar:858
Apr:661
May:831
June:841
July:171
Aug:692
Sept:133
Oct:338
Nov:904
Dec:707
Financial Planning Buena Park Statistics 2017
Feb:27
Mar:199
Apr:540
May:391
June:586
July:777
Aug:595
Sept:576
Oct:229
Nov:52
Dec:774
Financial Planning Buena Park Statistics 2016
Feb:361
Mar:230
Apr:508
May:545
June:833
July:726
Aug:427
Sept:765
Oct:584
Nov:88
Dec:596
Financial Planning Buena Park Statistics 2015
Feb:259
Mar:287
Apr:558
May:598
June:191
July:265
Aug:508
Sept:219
Oct:464
Nov:47
Dec:610
Financial Planning Buena Park Statistics 2014
Feb:825
Mar:205
Apr:627
May:53
June:258
July:400
Aug:561
Sept:619
Oct:630
Nov:68
Dec:164
Financial Planning Buena Park Statistics 2013
Feb:795
Mar:592
Apr:228
May:379
June:680
July:824
Aug:804
Sept:940
Oct:111
Nov:361
Dec:537
Financial Planning Buena Park Statistics 2012
Feb:627
Mar:44
Apr:521
May:90
June:92
July:131
Aug:141
Sept:917
Oct:336
Nov:768
Dec:971
Financial Planning Buena Park Statistics 2011
Feb:168
Mar:531
Apr:213
May:799
June:600
July:378
Aug:261
Sept:395
Oct:970
Nov:490
Dec:774
Financial Planning Buena Park Statistics 2010
Feb:314
Mar:577
Apr:590
May:425
June:938
July:127
Aug:727
Sept:565
Oct:172
Nov:248
Dec:655
Financial Planning Buena Park Statistics 2009
Feb:379
Mar:797
Apr:181
May:715
June:564
July:151
Aug:309
Sept:732
Oct:683
Nov:523
Dec:530
Financial Planning Buena Park Statistics 2008
Feb:902
Mar:792
Apr:677
May:872
June:282
July:450
Aug:521
Sept:596
Oct:27
Nov:111
Dec:20