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 Lake Elsinore Statistics 2018
Feb:636
Mar:381
Apr:191
May:853
June:985
July:323
Aug:933
Sept:961
Oct:586
Nov:385
Dec:997
Financial Planning Lake Elsinore Statistics 2017
Feb:900
Mar:531
Apr:445
May:160
June:113
July:496
Aug:879
Sept:403
Oct:678
Nov:784
Dec:537
Financial Planning Lake Elsinore Statistics 2016
Feb:779
Mar:505
Apr:910
May:779
June:975
July:950
Aug:172
Sept:611
Oct:330
Nov:364
Dec:463
Financial Planning Lake Elsinore Statistics 2015
Feb:688
Mar:396
Apr:275
May:273
June:781
July:272
Aug:668
Sept:681
Oct:803
Nov:113
Dec:841
Financial Planning Lake Elsinore Statistics 2014
Feb:609
Mar:719
Apr:318
May:286
June:503
July:856
Aug:517
Sept:282
Oct:361
Nov:426
Dec:60
Financial Planning Lake Elsinore Statistics 2013
Feb:376
Mar:233
Apr:946
May:707
June:598
July:409
Aug:21
Sept:285
Oct:805
Nov:297
Dec:558
Financial Planning Lake Elsinore Statistics 2012
Feb:569
Mar:226
Apr:266
May:372
June:339
July:107
Aug:288
Sept:949
Oct:827
Nov:607
Dec:234
Financial Planning Lake Elsinore Statistics 2011
Feb:462
Mar:752
Apr:611
May:824
June:178
July:672
Aug:158
Sept:554
Oct:906
Nov:104
Dec:260
Financial Planning Lake Elsinore Statistics 2010
Feb:513
Mar:282
Apr:788
May:318
June:580
July:346
Aug:904
Sept:149
Oct:572
Nov:170
Dec:522
Financial Planning Lake Elsinore Statistics 2009
Feb:277
Mar:810
Apr:860
May:103
June:416
July:94
Aug:433
Sept:879
Oct:846
Nov:44
Dec:702
Financial Planning Lake Elsinore Statistics 2008
Feb:716
Mar:861
Apr:578
May:621
June:965
July:839
Aug:124
Sept:477
Oct:121
Nov:912
Dec:795