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 Anaheim Statistics 2018
Feb:860
Mar:195
Apr:69
May:354
June:565
July:17
Aug:371
Sept:264
Oct:286
Nov:25
Dec:169
Tax Return Preparation Anaheim Statistics 2017
Feb:126
Mar:114
Apr:11
May:653
June:954
July:496
Aug:715
Sept:82
Oct:39
Nov:927
Dec:273
Tax Return Preparation Anaheim Statistics 2016
Feb:928
Mar:773
Apr:687
May:626
June:191
July:177
Aug:587
Sept:51
Oct:372
Nov:656
Dec:405
Tax Return Preparation Anaheim Statistics 2015
Feb:674
Mar:777
Apr:201
May:960
June:802
July:371
Aug:600
Sept:928
Oct:486
Nov:611
Dec:581
Tax Return Preparation Anaheim Statistics 2014
Feb:107
Mar:295
Apr:522
May:146
June:222
July:796
Aug:612
Sept:150
Oct:569
Nov:298
Dec:776
Tax Return Preparation Anaheim Statistics 2013
Feb:475
Mar:363
Apr:811
May:847
June:19
July:216
Aug:785
Sept:693
Oct:993
Nov:986
Dec:653
Tax Return Preparation Anaheim Statistics 2012
Feb:357
Mar:252
Apr:722
May:843
June:864
July:303
Aug:281
Sept:971
Oct:598
Nov:804
Dec:117
Tax Return Preparation Anaheim Statistics 2011
Feb:599
Mar:729
Apr:971
May:167
June:26
July:747
Aug:928
Sept:501
Oct:109
Nov:739
Dec:348
Tax Return Preparation Anaheim Statistics 2010
Feb:955
Mar:132
Apr:823
May:948
June:118
July:475
Aug:743
Sept:475
Oct:728
Nov:464
Dec:317
Tax Return Preparation Anaheim Statistics 2009
Feb:768
Mar:599
Apr:561
May:366
June:403
July:678
Aug:186
Sept:1
Oct:407
Nov:157
Dec:169
Tax Return Preparation Anaheim Statistics 2008
Feb:905
Mar:96
Apr:935
May:14
June:835
July:282
Aug:143
Sept:790
Oct:415
Nov:966
Dec:738