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 Pomona Statistics 2018
Feb:684
Mar:592
Apr:782
May:935
June:228
July:91
Aug:906
Sept:240
Oct:921
Nov:854
Dec:247
Financial Planning Pomona Statistics 2017
Feb:199
Mar:485
Apr:937
May:712
June:0
July:278
Aug:521
Sept:627
Oct:236
Nov:644
Dec:54
Financial Planning Pomona Statistics 2016
Feb:809
Mar:160
Apr:426
May:382
June:160
July:434
Aug:430
Sept:845
Oct:25
Nov:211
Dec:780
Financial Planning Pomona Statistics 2015
Feb:303
Mar:685
Apr:494
May:223
June:539
July:742
Aug:611
Sept:739
Oct:226
Nov:547
Dec:450
Financial Planning Pomona Statistics 2014
Feb:826
Mar:972
Apr:854
May:61
June:615
July:909
Aug:975
Sept:423
Oct:68
Nov:401
Dec:806
Financial Planning Pomona Statistics 2013
Feb:836
Mar:235
Apr:73
May:861
June:447
July:853
Aug:114
Sept:751
Oct:538
Nov:609
Dec:974
Financial Planning Pomona Statistics 2012
Feb:350
Mar:585
Apr:816
May:577
June:131
July:265
Aug:804
Sept:958
Oct:236
Nov:658
Dec:19
Financial Planning Pomona Statistics 2011
Feb:566
Mar:995
Apr:275
May:635
June:396
July:80
Aug:864
Sept:231
Oct:316
Nov:937
Dec:91
Financial Planning Pomona Statistics 2010
Feb:790
Mar:206
Apr:514
May:327
June:815
July:488
Aug:405
Sept:164
Oct:72
Nov:220
Dec:742
Financial Planning Pomona Statistics 2009
Feb:485
Mar:546
Apr:161
May:722
June:203
July:181
Aug:573
Sept:770
Oct:175
Nov:848
Dec:404
Financial Planning Pomona Statistics 2008
Feb:929
Mar:267
Apr:802
May:244
June:204
July:894
Aug:7
Sept:994
Oct:99
Nov:521
Dec:321