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 Fullerton Statistics 2018
Feb:134
Mar:630
Apr:644
May:213
June:80
July:105
Aug:117
Sept:191
Oct:849
Nov:493
Dec:149
Financial Planning Fullerton Statistics 2017
Feb:165
Mar:452
Apr:842
May:171
June:301
July:938
Aug:218
Sept:610
Oct:163
Nov:598
Dec:202
Financial Planning Fullerton Statistics 2016
Feb:157
Mar:203
Apr:960
May:599
June:482
July:88
Aug:633
Sept:616
Oct:718
Nov:277
Dec:830
Financial Planning Fullerton Statistics 2015
Feb:382
Mar:947
Apr:990
May:231
June:439
July:138
Aug:178
Sept:605
Oct:590
Nov:19
Dec:777
Financial Planning Fullerton Statistics 2014
Feb:957
Mar:996
Apr:501
May:120
June:594
July:704
Aug:503
Sept:752
Oct:908
Nov:462
Dec:350
Financial Planning Fullerton Statistics 2013
Feb:551
Mar:983
Apr:5
May:268
June:259
July:836
Aug:67
Sept:642
Oct:783
Nov:56
Dec:873
Financial Planning Fullerton Statistics 2012
Feb:195
Mar:51
Apr:827
May:785
June:70
July:604
Aug:677
Sept:27
Oct:599
Nov:177
Dec:148
Financial Planning Fullerton Statistics 2011
Feb:882
Mar:651
Apr:945
May:790
June:113
July:294
Aug:179
Sept:665
Oct:277
Nov:184
Dec:933
Financial Planning Fullerton Statistics 2010
Feb:19
Mar:0
Apr:178
May:802
June:56
July:51
Aug:23
Sept:251
Oct:102
Nov:851
Dec:36
Financial Planning Fullerton Statistics 2009
Feb:455
Mar:713
Apr:200
May:53
June:891
July:348
Aug:247
Sept:773
Oct:1000
Nov:191
Dec:562
Financial Planning Fullerton Statistics 2008
Feb:486
Mar:741
Apr:778
May:763
June:926
July:711
Aug:298
Sept:946
Oct:711
Nov:476
Dec:747