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:
Tax Return Preparation Alhambra Statistics 2018
Feb:460
Mar:291
Apr:365
May:15
June:781
July:22
Aug:643
Sept:647
Oct:971
Nov:755
Dec:286
Tax Return Preparation Alhambra Statistics 2017
Feb:432
Mar:983
Apr:729
May:150
June:312
July:389
Aug:451
Sept:699
Oct:34
Nov:806
Dec:452
Tax Return Preparation Alhambra Statistics 2016
Feb:234
Mar:453
Apr:167
May:969
June:201
July:370
Aug:334
Sept:661
Oct:661
Nov:699
Dec:677
Tax Return Preparation Alhambra Statistics 2015
Feb:722
Mar:319
Apr:88
May:693
June:74
July:375
Aug:303
Sept:506
Oct:357
Nov:32
Dec:656
Tax Return Preparation Alhambra Statistics 2014
Feb:422
Mar:107
Apr:369
May:457
June:914
July:821
Aug:849
Sept:148
Oct:274
Nov:15
Dec:116
Tax Return Preparation Alhambra Statistics 2013
Feb:385
Mar:450
Apr:137
May:46
June:149
July:814
Aug:488
Sept:872
Oct:132
Nov:577
Dec:565
Tax Return Preparation Alhambra Statistics 2012
Feb:952
Mar:868
Apr:713
May:309
June:901
July:369
Aug:979
Sept:322
Oct:477
Nov:347
Dec:779
Tax Return Preparation Alhambra Statistics 2011
Feb:168
Mar:627
Apr:538
May:442
June:643
July:654
Aug:919
Sept:27
Oct:104
Nov:55
Dec:74
Tax Return Preparation Alhambra Statistics 2010
Feb:869
Mar:563
Apr:126
May:1
June:139
July:691
Aug:209
Sept:90
Oct:559
Nov:922
Dec:399
Tax Return Preparation Alhambra Statistics 2009
Feb:291
Mar:378
Apr:782
May:768
June:726
July:561
Aug:158
Sept:894
Oct:188
Nov:696
Dec:336
Tax Return Preparation Alhambra Statistics 2008
Feb:350
Mar:255
Apr:859
May:455
June:310
July:933
Aug:710
Sept:179
Oct:495
Nov:836
Dec:181