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 Rowland Heights Statistics 2018
Feb:30
Mar:671
Apr:495
May:342
June:476
July:825
Aug:63
Sept:127
Oct:502
Nov:978
Dec:202
Financial Planning Rowland Heights Statistics 2017
Feb:769
Mar:874
Apr:797
May:312
June:586
July:659
Aug:964
Sept:143
Oct:635
Nov:591
Dec:788
Financial Planning Rowland Heights Statistics 2016
Feb:922
Mar:999
Apr:308
May:490
June:563
July:102
Aug:251
Sept:593
Oct:774
Nov:746
Dec:936
Financial Planning Rowland Heights Statistics 2015
Feb:571
Mar:999
Apr:377
May:72
June:977
July:580
Aug:672
Sept:745
Oct:454
Nov:468
Dec:57
Financial Planning Rowland Heights Statistics 2014
Feb:126
Mar:20
Apr:182
May:762
June:612
July:971
Aug:397
Sept:534
Oct:970
Nov:706
Dec:24
Financial Planning Rowland Heights Statistics 2013
Feb:808
Mar:275
Apr:125
May:581
June:21
July:60
Aug:832
Sept:592
Oct:59
Nov:208
Dec:664
Financial Planning Rowland Heights Statistics 2012
Feb:789
Mar:335
Apr:782
May:243
June:804
July:839
Aug:282
Sept:930
Oct:860
Nov:465
Dec:692
Financial Planning Rowland Heights Statistics 2011
Feb:436
Mar:88
Apr:5
May:405
June:794
July:29
Aug:938
Sept:602
Oct:305
Nov:62
Dec:183
Financial Planning Rowland Heights Statistics 2010
Feb:123
Mar:14
Apr:918
May:183
June:223
July:582
Aug:219
Sept:11
Oct:917
Nov:1
Dec:254
Financial Planning Rowland Heights Statistics 2009
Feb:840
Mar:537
Apr:650
May:700
June:2
July:341
Aug:172
Sept:438
Oct:430
Nov:177
Dec:844
Financial Planning Rowland Heights Statistics 2008
Feb:207
Mar:781
Apr:826
May:512
June:844
July:9
Aug:838
Sept:967
Oct:24
Nov:756
Dec:149