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 San Gabriel Statistics 2018
Feb:67
Mar:726
Apr:15
May:683
June:942
July:482
Aug:777
Sept:522
Oct:755
Nov:66
Dec:600
Financial Planning San Gabriel Statistics 2017
Feb:905
Mar:267
Apr:682
May:914
June:54
July:945
Aug:666
Sept:829
Oct:130
Nov:459
Dec:588
Financial Planning San Gabriel Statistics 2016
Feb:944
Mar:113
Apr:400
May:568
June:12
July:266
Aug:818
Sept:80
Oct:993
Nov:834
Dec:764
Financial Planning San Gabriel Statistics 2015
Feb:315
Mar:540
Apr:455
May:69
June:607
July:55
Aug:155
Sept:511
Oct:322
Nov:838
Dec:424
Financial Planning San Gabriel Statistics 2014
Feb:782
Mar:90
Apr:204
May:913
June:550
July:793
Aug:43
Sept:493
Oct:906
Nov:444
Dec:60
Financial Planning San Gabriel Statistics 2013
Feb:710
Mar:879
Apr:1000
May:702
June:712
July:763
Aug:636
Sept:26
Oct:303
Nov:91
Dec:96
Financial Planning San Gabriel Statistics 2012
Feb:146
Mar:251
Apr:421
May:468
June:89
July:846
Aug:844
Sept:871
Oct:936
Nov:48
Dec:783
Financial Planning San Gabriel Statistics 2011
Feb:841
Mar:827
Apr:978
May:747
June:271
July:38
Aug:666
Sept:982
Oct:918
Nov:665
Dec:684
Financial Planning San Gabriel Statistics 2010
Feb:428
Mar:319
Apr:656
May:731
June:410
July:753
Aug:641
Sept:556
Oct:4
Nov:62
Dec:24
Financial Planning San Gabriel Statistics 2009
Feb:908
Mar:869
Apr:965
May:843
June:918
July:748
Aug:327
Sept:759
Oct:575
Nov:305
Dec:505
Financial Planning San Gabriel Statistics 2008
Feb:344
Mar:170
Apr:827
May:261
June:836
July:510
Aug:891
Sept:264
Oct:830
Nov:547
Dec:996