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 Garden Grove Statistics 2018
Feb:937
Mar:773
Apr:91
May:346
June:938
July:321
Aug:919
Sept:442
Oct:111
Nov:82
Dec:554
Financial Planning Garden Grove Statistics 2017
Feb:507
Mar:942
Apr:134
May:243
June:467
July:707
Aug:356
Sept:949
Oct:412
Nov:667
Dec:45
Financial Planning Garden Grove Statistics 2016
Feb:648
Mar:544
Apr:314
May:644
June:957
July:413
Aug:722
Sept:893
Oct:185
Nov:814
Dec:239
Financial Planning Garden Grove Statistics 2015
Feb:135
Mar:157
Apr:565
May:246
June:240
July:118
Aug:463
Sept:747
Oct:60
Nov:598
Dec:990
Financial Planning Garden Grove Statistics 2014
Feb:304
Mar:346
Apr:476
May:717
June:12
July:521
Aug:30
Sept:661
Oct:65
Nov:345
Dec:304
Financial Planning Garden Grove Statistics 2013
Feb:758
Mar:26
Apr:915
May:943
June:840
July:153
Aug:65
Sept:976
Oct:311
Nov:631
Dec:221
Financial Planning Garden Grove Statistics 2012
Feb:750
Mar:685
Apr:297
May:810
June:282
July:287
Aug:337
Sept:587
Oct:633
Nov:813
Dec:303
Financial Planning Garden Grove Statistics 2011
Feb:334
Mar:334
Apr:306
May:399
June:679
July:611
Aug:421
Sept:436
Oct:637
Nov:335
Dec:378
Financial Planning Garden Grove Statistics 2010
Feb:489
Mar:444
Apr:452
May:801
June:74
July:674
Aug:351
Sept:824
Oct:358
Nov:649
Dec:633
Financial Planning Garden Grove Statistics 2009
Feb:937
Mar:971
Apr:227
May:570
June:783
July:531
Aug:215
Sept:117
Oct:866
Nov:522
Dec:517
Financial Planning Garden Grove Statistics 2008
Feb:132
Mar:938
Apr:981
May:770
June:273
July:359
Aug:247
Sept:763
Oct:803
Nov:699
Dec:564