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 Santa Fe Springs Statistics 2018
Feb:659
Mar:96
Apr:881
May:184
June:476
July:630
Aug:816
Sept:688
Oct:300
Nov:824
Dec:137
Financial Planning Santa Fe Springs Statistics 2017
Feb:689
Mar:64
Apr:160
May:338
June:45
July:260
Aug:397
Sept:11
Oct:555
Nov:844
Dec:97
Financial Planning Santa Fe Springs Statistics 2016
Feb:845
Mar:713
Apr:40
May:401
June:155
July:175
Aug:905
Sept:814
Oct:272
Nov:786
Dec:998
Financial Planning Santa Fe Springs Statistics 2015
Feb:415
Mar:814
Apr:436
May:716
June:637
July:574
Aug:334
Sept:326
Oct:638
Nov:495
Dec:665
Financial Planning Santa Fe Springs Statistics 2014
Feb:756
Mar:61
Apr:695
May:310
June:906
July:793
Aug:925
Sept:750
Oct:506
Nov:965
Dec:150
Financial Planning Santa Fe Springs Statistics 2013
Feb:140
Mar:55
Apr:475
May:412
June:841
July:472
Aug:160
Sept:256
Oct:285
Nov:597
Dec:972
Financial Planning Santa Fe Springs Statistics 2012
Feb:170
Mar:306
Apr:248
May:809
June:802
July:914
Aug:492
Sept:557
Oct:975
Nov:187
Dec:868
Financial Planning Santa Fe Springs Statistics 2011
Feb:980
Mar:793
Apr:630
May:485
June:757
July:780
Aug:146
Sept:897
Oct:836
Nov:621
Dec:309
Financial Planning Santa Fe Springs Statistics 2010
Feb:92
Mar:469
Apr:933
May:378
June:65
July:905
Aug:300
Sept:236
Oct:211
Nov:549
Dec:44
Financial Planning Santa Fe Springs Statistics 2009
Feb:463
Mar:536
Apr:570
May:437
June:724
July:437
Aug:317
Sept:703
Oct:229
Nov:948
Dec:188
Financial Planning Santa Fe Springs Statistics 2008
Feb:728
Mar:334
Apr:884
May:563
June:955
July:192
Aug:239
Sept:46
Oct:662
Nov:171
Dec:425