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 Arcadia Statistics 2018
Feb:843
Mar:755
Apr:281
May:256
June:170
July:585
Aug:446
Sept:261
Oct:834
Nov:689
Dec:409
Tax Return Preparation Arcadia Statistics 2017
Feb:485
Mar:53
Apr:660
May:270
June:943
July:789
Aug:787
Sept:391
Oct:690
Nov:582
Dec:817
Tax Return Preparation Arcadia Statistics 2016
Feb:793
Mar:1
Apr:993
May:360
June:3
July:60
Aug:804
Sept:846
Oct:815
Nov:84
Dec:102
Tax Return Preparation Arcadia Statistics 2015
Feb:670
Mar:548
Apr:246
May:503
June:236
July:656
Aug:113
Sept:721
Oct:709
Nov:773
Dec:991
Tax Return Preparation Arcadia Statistics 2014
Feb:562
Mar:778
Apr:42
May:251
June:360
July:859
Aug:752
Sept:152
Oct:861
Nov:745
Dec:513
Tax Return Preparation Arcadia Statistics 2013
Feb:805
Mar:316
Apr:709
May:620
June:401
July:811
Aug:605
Sept:70
Oct:358
Nov:852
Dec:573
Tax Return Preparation Arcadia Statistics 2012
Feb:507
Mar:686
Apr:315
May:215
June:459
July:306
Aug:866
Sept:20
Oct:84
Nov:909
Dec:272
Tax Return Preparation Arcadia Statistics 2011
Feb:768
Mar:24
Apr:597
May:628
June:769
July:109
Aug:491
Sept:574
Oct:426
Nov:199
Dec:193
Tax Return Preparation Arcadia Statistics 2010
Feb:10
Mar:799
Apr:898
May:369
June:650
July:471
Aug:964
Sept:156
Oct:157
Nov:279
Dec:371
Tax Return Preparation Arcadia Statistics 2009
Feb:585
Mar:237
Apr:636
May:669
June:145
July:909
Aug:113
Sept:913
Oct:933
Nov:710
Dec:541
Tax Return Preparation Arcadia Statistics 2008
Feb:819
Mar:31
Apr:275
May:244
June:231
July:469
Aug:71
Sept:241
Oct:267
Nov:969
Dec:610