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 Torrance Statistics 2018
Feb:720
Mar:526
Apr:481
May:56
June:276
July:185
Aug:224
Sept:452
Oct:456
Nov:971
Dec:129
Financial Planning Torrance Statistics 2017
Feb:47
Mar:872
Apr:957
May:707
June:693
July:688
Aug:946
Sept:11
Oct:467
Nov:308
Dec:927
Financial Planning Torrance Statistics 2016
Feb:309
Mar:477
Apr:433
May:91
June:235
July:734
Aug:513
Sept:955
Oct:260
Nov:994
Dec:10
Financial Planning Torrance Statistics 2015
Feb:179
Mar:234
Apr:988
May:636
June:204
July:117
Aug:505
Sept:252
Oct:989
Nov:461
Dec:960
Financial Planning Torrance Statistics 2014
Feb:149
Mar:905
Apr:693
May:616
June:213
July:619
Aug:800
Sept:522
Oct:96
Nov:232
Dec:614
Financial Planning Torrance Statistics 2013
Feb:966
Mar:126
Apr:286
May:226
June:119
July:297
Aug:762
Sept:299
Oct:531
Nov:750
Dec:936
Financial Planning Torrance Statistics 2012
Feb:867
Mar:440
Apr:989
May:855
June:902
July:948
Aug:536
Sept:50
Oct:853
Nov:229
Dec:666
Financial Planning Torrance Statistics 2011
Feb:849
Mar:465
Apr:588
May:945
June:698
July:201
Aug:276
Sept:664
Oct:327
Nov:563
Dec:890
Financial Planning Torrance Statistics 2010
Feb:860
Mar:651
Apr:747
May:391
June:400
July:682
Aug:126
Sept:266
Oct:122
Nov:115
Dec:121
Financial Planning Torrance Statistics 2009
Feb:62
Mar:657
Apr:74
May:915
June:887
July:740
Aug:981
Sept:735
Oct:205
Nov:568
Dec:680
Financial Planning Torrance Statistics 2008
Feb:769
Mar:957
Apr:567
May:96
June:520
July:456
Aug:544
Sept:379
Oct:107
Nov:290
Dec:770