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 Huntington Park Statistics 2018
Feb:514
Mar:58
Apr:672
May:146
June:891
July:875
Aug:35
Sept:316
Oct:31
Nov:227
Dec:393
Financial Planning Huntington Park Statistics 2017
Feb:673
Mar:659
Apr:451
May:303
June:537
July:45
Aug:129
Sept:187
Oct:293
Nov:785
Dec:57
Financial Planning Huntington Park Statistics 2016
Feb:713
Mar:871
Apr:164
May:515
June:792
July:314
Aug:281
Sept:306
Oct:373
Nov:953
Dec:452
Financial Planning Huntington Park Statistics 2015
Feb:827
Mar:488
Apr:579
May:859
June:716
July:972
Aug:357
Sept:388
Oct:631
Nov:808
Dec:691
Financial Planning Huntington Park Statistics 2014
Feb:854
Mar:821
Apr:355
May:147
June:606
July:413
Aug:443
Sept:318
Oct:284
Nov:607
Dec:834
Financial Planning Huntington Park Statistics 2013
Feb:922
Mar:114
Apr:382
May:294
June:67
July:835
Aug:557
Sept:895
Oct:323
Nov:136
Dec:754
Financial Planning Huntington Park Statistics 2012
Feb:108
Mar:110
Apr:426
May:739
June:919
July:117
Aug:907
Sept:772
Oct:938
Nov:261
Dec:919
Financial Planning Huntington Park Statistics 2011
Feb:675
Mar:361
Apr:863
May:959
June:969
July:697
Aug:34
Sept:891
Oct:812
Nov:417
Dec:184
Financial Planning Huntington Park Statistics 2010
Feb:251
Mar:742
Apr:773
May:574
June:879
July:527
Aug:613
Sept:987
Oct:637
Nov:38
Dec:725
Financial Planning Huntington Park Statistics 2009
Feb:155
Mar:632
Apr:326
May:93
June:893
July:245
Aug:638
Sept:568
Oct:607
Nov:500
Dec:527
Financial Planning Huntington Park Statistics 2008
Feb:196
Mar:562
Apr:466
May:7
June:979
July:651
Aug:887
Sept:230
Oct:393
Nov:660
Dec:805