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 Chino Hills Statistics 2018
Feb:47
Mar:193
Apr:661
May:442
June:30
July:521
Aug:431
Sept:954
Oct:334
Nov:373
Dec:627
Financial Planning Chino Hills Statistics 2017
Feb:445
Mar:778
Apr:247
May:593
June:628
July:77
Aug:160
Sept:464
Oct:540
Nov:477
Dec:487
Financial Planning Chino Hills Statistics 2016
Feb:272
Mar:819
Apr:86
May:225
June:588
July:389
Aug:772
Sept:635
Oct:582
Nov:433
Dec:77
Financial Planning Chino Hills Statistics 2015
Feb:954
Mar:509
Apr:566
May:288
June:882
July:193
Aug:64
Sept:327
Oct:971
Nov:312
Dec:921
Financial Planning Chino Hills Statistics 2014
Feb:390
Mar:80
Apr:62
May:930
June:558
July:549
Aug:471
Sept:830
Oct:367
Nov:557
Dec:55
Financial Planning Chino Hills Statistics 2013
Feb:947
Mar:827
Apr:590
May:528
June:259
July:668
Aug:141
Sept:213
Oct:176
Nov:707
Dec:502
Financial Planning Chino Hills Statistics 2012
Feb:900
Mar:566
Apr:385
May:870
June:879
July:305
Aug:468
Sept:268
Oct:386
Nov:531
Dec:197
Financial Planning Chino Hills Statistics 2011
Feb:79
Mar:668
Apr:773
May:447
June:225
July:829
Aug:402
Sept:171
Oct:655
Nov:993
Dec:700
Financial Planning Chino Hills Statistics 2010
Feb:660
Mar:841
Apr:128
May:836
June:548
July:630
Aug:894
Sept:447
Oct:196
Nov:278
Dec:317
Financial Planning Chino Hills Statistics 2009
Feb:583
Mar:786
Apr:343
May:969
June:316
July:540
Aug:912
Sept:395
Oct:208
Nov:685
Dec:843
Financial Planning Chino Hills Statistics 2008
Feb:513
Mar:244
Apr:605
May:168
June:237
July:305
Aug:83
Sept:897
Oct:145
Nov:211
Dec:733