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 Villa Park Statistics 2018
Feb:908
Mar:200
Apr:133
May:234
June:625
July:373
Aug:507
Sept:618
Oct:744
Nov:608
Dec:863
Financial Planning Villa Park Statistics 2017
Feb:915
Mar:575
Apr:443
May:818
June:988
July:770
Aug:844
Sept:363
Oct:87
Nov:958
Dec:746
Financial Planning Villa Park Statistics 2016
Feb:548
Mar:795
Apr:516
May:549
June:754
July:593
Aug:681
Sept:662
Oct:793
Nov:814
Dec:896
Financial Planning Villa Park Statistics 2015
Feb:186
Mar:402
Apr:35
May:931
June:10
July:898
Aug:358
Sept:925
Oct:473
Nov:802
Dec:742
Financial Planning Villa Park Statistics 2014
Feb:571
Mar:586
Apr:824
May:659
June:543
July:569
Aug:657
Sept:91
Oct:363
Nov:172
Dec:641
Financial Planning Villa Park Statistics 2013
Feb:766
Mar:321
Apr:779
May:558
June:135
July:674
Aug:975
Sept:322
Oct:76
Nov:10
Dec:252
Financial Planning Villa Park Statistics 2012
Feb:909
Mar:611
Apr:11
May:381
June:412
July:753
Aug:842
Sept:984
Oct:338
Nov:666
Dec:642
Financial Planning Villa Park Statistics 2011
Feb:234
Mar:298
Apr:973
May:598
June:471
July:613
Aug:715
Sept:236
Oct:935
Nov:493
Dec:795
Financial Planning Villa Park Statistics 2010
Feb:167
Mar:770
Apr:392
May:244
June:780
July:644
Aug:330
Sept:688
Oct:255
Nov:342
Dec:68
Financial Planning Villa Park Statistics 2009
Feb:94
Mar:911
Apr:651
May:433
June:576
July:293
Aug:314
Sept:811
Oct:592
Nov:287
Dec:408
Financial Planning Villa Park Statistics 2008
Feb:901
Mar:123
Apr:300
May:835
June:617
July:94
Aug:905
Sept:784
Oct:864
Nov:296
Dec:27