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 Downey Statistics 2018
Feb:139
Mar:151
Apr:36
May:267
June:778
July:390
Aug:813
Sept:511
Oct:29
Nov:444
Dec:881
Financial Planning Downey Statistics 2017
Feb:82
Mar:837
Apr:696
May:647
June:314
July:536
Aug:461
Sept:389
Oct:588
Nov:563
Dec:892
Financial Planning Downey Statistics 2016
Feb:313
Mar:686
Apr:45
May:901
June:631
July:629
Aug:98
Sept:770
Oct:781
Nov:134
Dec:37
Financial Planning Downey Statistics 2015
Feb:524
Mar:850
Apr:69
May:554
June:294
July:950
Aug:535
Sept:377
Oct:787
Nov:231
Dec:24
Financial Planning Downey Statistics 2014
Feb:767
Mar:486
Apr:489
May:355
June:48
July:381
Aug:945
Sept:362
Oct:66
Nov:990
Dec:263
Financial Planning Downey Statistics 2013
Feb:619
Mar:361
Apr:466
May:399
June:496
July:503
Aug:958
Sept:20
Oct:353
Nov:26
Dec:574
Financial Planning Downey Statistics 2012
Feb:977
Mar:109
Apr:25
May:763
June:340
July:50
Aug:864
Sept:107
Oct:536
Nov:353
Dec:462
Financial Planning Downey Statistics 2011
Feb:734
Mar:407
Apr:947
May:800
June:397
July:210
Aug:497
Sept:15
Oct:572
Nov:964
Dec:414
Financial Planning Downey Statistics 2010
Feb:467
Mar:371
Apr:87
May:820
June:397
July:662
Aug:468
Sept:373
Oct:771
Nov:494
Dec:136
Financial Planning Downey Statistics 2009
Feb:544
Mar:1000
Apr:218
May:80
June:352
July:681
Aug:665
Sept:86
Oct:87
Nov:612
Dec:886
Financial Planning Downey Statistics 2008
Feb:822
Mar:383
Apr:499
May:394
June:346
July:914
Aug:461
Sept:813
Oct:284
Nov:549
Dec:633