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 Gardena Statistics 2018
Feb:89
Mar:736
Apr:447
May:811
June:267
July:785
Aug:337
Sept:725
Oct:792
Nov:663
Dec:407
Financial Planning Gardena Statistics 2017
Feb:408
Mar:415
Apr:612
May:628
June:832
July:574
Aug:553
Sept:955
Oct:724
Nov:705
Dec:350
Financial Planning Gardena Statistics 2016
Feb:634
Mar:41
Apr:856
May:213
June:43
July:976
Aug:352
Sept:132
Oct:711
Nov:799
Dec:944
Financial Planning Gardena Statistics 2015
Feb:584
Mar:280
Apr:703
May:375
June:944
July:109
Aug:780
Sept:351
Oct:524
Nov:392
Dec:980
Financial Planning Gardena Statistics 2014
Feb:966
Mar:532
Apr:309
May:689
June:237
July:660
Aug:263
Sept:872
Oct:701
Nov:119
Dec:85
Financial Planning Gardena Statistics 2013
Feb:94
Mar:437
Apr:878
May:805
June:236
July:821
Aug:783
Sept:820
Oct:101
Nov:485
Dec:195
Financial Planning Gardena Statistics 2012
Feb:594
Mar:975
Apr:396
May:118
June:366
July:375
Aug:473
Sept:332
Oct:908
Nov:783
Dec:21
Financial Planning Gardena Statistics 2011
Feb:443
Mar:284
Apr:16
May:144
June:403
July:102
Aug:889
Sept:497
Oct:540
Nov:767
Dec:302
Financial Planning Gardena Statistics 2010
Feb:588
Mar:84
Apr:596
May:689
June:570
July:791
Aug:734
Sept:164
Oct:766
Nov:130
Dec:282
Financial Planning Gardena Statistics 2009
Feb:505
Mar:756
Apr:463
May:413
June:539
July:484
Aug:558
Sept:983
Oct:769
Nov:575
Dec:126
Financial Planning Gardena Statistics 2008
Feb:678
Mar:15
Apr:669
May:217
June:782
July:971
Aug:994
Sept:370
Oct:55
Nov:589
Dec:58