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 Montebello Statistics 2018
Feb:58
Mar:788
Apr:980
May:656
June:995
July:319
Aug:853
Sept:481
Oct:579
Nov:672
Dec:668
Financial Planning Montebello Statistics 2017
Feb:436
Mar:0
Apr:75
May:970
June:824
July:262
Aug:495
Sept:245
Oct:614
Nov:931
Dec:765
Financial Planning Montebello Statistics 2016
Feb:822
Mar:971
Apr:17
May:692
June:932
July:803
Aug:348
Sept:990
Oct:590
Nov:327
Dec:646
Financial Planning Montebello Statistics 2015
Feb:646
Mar:498
Apr:65
May:225
June:169
July:733
Aug:171
Sept:606
Oct:734
Nov:246
Dec:575
Financial Planning Montebello Statistics 2014
Feb:509
Mar:70
Apr:803
May:122
June:0
July:568
Aug:736
Sept:823
Oct:538
Nov:753
Dec:515
Financial Planning Montebello Statistics 2013
Feb:556
Mar:864
Apr:459
May:145
June:190
July:105
Aug:730
Sept:837
Oct:603
Nov:796
Dec:61
Financial Planning Montebello Statistics 2012
Feb:529
Mar:233
Apr:378
May:262
June:480
July:954
Aug:820
Sept:989
Oct:24
Nov:622
Dec:110
Financial Planning Montebello Statistics 2011
Feb:189
Mar:847
Apr:848
May:728
June:599
July:363
Aug:197
Sept:154
Oct:226
Nov:656
Dec:300
Financial Planning Montebello Statistics 2010
Feb:761
Mar:30
Apr:253
May:364
June:826
July:314
Aug:136
Sept:355
Oct:548
Nov:515
Dec:618
Financial Planning Montebello Statistics 2009
Feb:469
Mar:437
Apr:15
May:493
June:59
July:125
Aug:518
Sept:249
Oct:972
Nov:366
Dec:977
Financial Planning Montebello Statistics 2008
Feb:729
Mar:173
Apr:726
May:955
June:830
July:25
Aug:371
Sept:591
Oct:56
Nov:624
Dec:955