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 Laguna Niguel Statistics 2018
Feb:208
Mar:375
Apr:461
May:629
June:155
July:539
Aug:846
Sept:745
Oct:631
Nov:401
Dec:481
Financial Planning Laguna Niguel Statistics 2017
Feb:272
Mar:326
Apr:784
May:711
June:977
July:594
Aug:54
Sept:959
Oct:528
Nov:430
Dec:718
Financial Planning Laguna Niguel Statistics 2016
Feb:432
Mar:52
Apr:514
May:97
June:436
July:536
Aug:656
Sept:644
Oct:912
Nov:117
Dec:272
Financial Planning Laguna Niguel Statistics 2015
Feb:656
Mar:118
Apr:812
May:287
June:520
July:292
Aug:625
Sept:793
Oct:618
Nov:409
Dec:503
Financial Planning Laguna Niguel Statistics 2014
Feb:3
Mar:557
Apr:552
May:531
June:987
July:270
Aug:340
Sept:418
Oct:322
Nov:854
Dec:516
Financial Planning Laguna Niguel Statistics 2013
Feb:390
Mar:171
Apr:402
May:301
June:289
July:675
Aug:368
Sept:945
Oct:793
Nov:179
Dec:231
Financial Planning Laguna Niguel Statistics 2012
Feb:471
Mar:857
Apr:104
May:89
June:266
July:607
Aug:683
Sept:269
Oct:164
Nov:235
Dec:801
Financial Planning Laguna Niguel Statistics 2011
Feb:505
Mar:140
Apr:570
May:828
June:994
July:85
Aug:586
Sept:384
Oct:257
Nov:988
Dec:686
Financial Planning Laguna Niguel Statistics 2010
Feb:662
Mar:53
Apr:491
May:455
June:233
July:723
Aug:767
Sept:705
Oct:579
Nov:872
Dec:794
Financial Planning Laguna Niguel Statistics 2009
Feb:479
Mar:476
Apr:114
May:643
June:711
July:915
Aug:794
Sept:216
Oct:54
Nov:363
Dec:43
Financial Planning Laguna Niguel Statistics 2008
Feb:449
Mar:629
Apr:432
May:706
June:616
July:118
Aug:252
Sept:278
Oct:172
Nov:743
Dec:733