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 Pico Rivera Statistics 2018
Feb:49
Mar:718
Apr:203
May:620
June:389
July:47
Aug:550
Sept:17
Oct:240
Nov:510
Dec:450
Financial Planning Pico Rivera Statistics 2017
Feb:877
Mar:60
Apr:361
May:446
June:293
July:636
Aug:856
Sept:686
Oct:848
Nov:709
Dec:461
Financial Planning Pico Rivera Statistics 2016
Feb:711
Mar:960
Apr:473
May:560
June:413
July:832
Aug:391
Sept:463
Oct:549
Nov:594
Dec:82
Financial Planning Pico Rivera Statistics 2015
Feb:642
Mar:632
Apr:956
May:883
June:142
July:406
Aug:909
Sept:18
Oct:466
Nov:270
Dec:465
Financial Planning Pico Rivera Statistics 2014
Feb:907
Mar:321
Apr:445
May:755
June:30
July:906
Aug:11
Sept:741
Oct:866
Nov:484
Dec:300
Financial Planning Pico Rivera Statistics 2013
Feb:315
Mar:692
Apr:742
May:865
June:285
July:825
Aug:803
Sept:928
Oct:457
Nov:758
Dec:811
Financial Planning Pico Rivera Statistics 2012
Feb:164
Mar:720
Apr:618
May:631
June:990
July:83
Aug:390
Sept:896
Oct:405
Nov:836
Dec:651
Financial Planning Pico Rivera Statistics 2011
Feb:742
Mar:662
Apr:175
May:607
June:145
July:476
Aug:886
Sept:461
Oct:167
Nov:628
Dec:326
Financial Planning Pico Rivera Statistics 2010
Feb:452
Mar:128
Apr:381
May:909
June:887
July:191
Aug:508
Sept:50
Oct:911
Nov:125
Dec:681
Financial Planning Pico Rivera Statistics 2009
Feb:209
Mar:70
Apr:797
May:614
June:906
July:447
Aug:48
Sept:647
Oct:108
Nov:224
Dec:254
Financial Planning Pico Rivera Statistics 2008
Feb:700
Mar:140
Apr:715
May:867
June:768
July:40
Aug:320
Sept:219
Oct:169
Nov:701
Dec:128