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 West Covina Statistics 2018
Feb:744
Mar:268
Apr:641
May:214
June:935
July:211
Aug:418
Sept:910
Oct:22
Nov:709
Dec:959
Financial Planning West Covina Statistics 2017
Feb:538
Mar:243
Apr:793
May:481
June:877
July:400
Aug:277
Sept:196
Oct:333
Nov:750
Dec:764
Financial Planning West Covina Statistics 2016
Feb:327
Mar:945
Apr:369
May:656
June:524
July:557
Aug:388
Sept:268
Oct:825
Nov:28
Dec:483
Financial Planning West Covina Statistics 2015
Feb:240
Mar:902
Apr:668
May:262
June:610
July:627
Aug:133
Sept:148
Oct:871
Nov:927
Dec:629
Financial Planning West Covina Statistics 2014
Feb:327
Mar:906
Apr:944
May:660
June:655
July:708
Aug:28
Sept:983
Oct:652
Nov:398
Dec:638
Financial Planning West Covina Statistics 2013
Feb:955
Mar:26
Apr:444
May:779
June:55
July:928
Aug:537
Sept:295
Oct:829
Nov:205
Dec:557
Financial Planning West Covina Statistics 2012
Feb:832
Mar:691
Apr:587
May:703
June:617
July:215
Aug:450
Sept:944
Oct:121
Nov:394
Dec:604
Financial Planning West Covina Statistics 2011
Feb:101
Mar:632
Apr:759
May:754
June:30
July:397
Aug:930
Sept:985
Oct:424
Nov:374
Dec:763
Financial Planning West Covina Statistics 2010
Feb:301
Mar:299
Apr:774
May:129
June:505
July:331
Aug:568
Sept:336
Oct:21
Nov:155
Dec:39
Financial Planning West Covina Statistics 2009
Feb:370
Mar:489
Apr:583
May:492
June:884
July:186
Aug:268
Sept:986
Oct:819
Nov:27
Dec:739
Financial Planning West Covina Statistics 2008
Feb:425
Mar:668
Apr:834
May:849
June:41
July:596
Aug:327
Sept:342
Oct:896
Nov:100
Dec:472