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 Azusa Statistics 2018
Feb:852
Mar:143
Apr:662
May:422
June:136
July:915
Aug:892
Sept:783
Oct:73
Nov:497
Dec:411
Tax Return Preparation Azusa Statistics 2017
Feb:968
Mar:661
Apr:656
May:235
June:383
July:111
Aug:834
Sept:964
Oct:192
Nov:709
Dec:606
Tax Return Preparation Azusa Statistics 2016
Feb:761
Mar:606
Apr:739
May:562
June:151
July:816
Aug:232
Sept:2
Oct:959
Nov:894
Dec:425
Tax Return Preparation Azusa Statistics 2015
Feb:808
Mar:317
Apr:878
May:882
June:814
July:289
Aug:310
Sept:782
Oct:951
Nov:967
Dec:16
Tax Return Preparation Azusa Statistics 2014
Feb:77
Mar:850
Apr:297
May:270
June:559
July:903
Aug:398
Sept:319
Oct:508
Nov:137
Dec:881
Tax Return Preparation Azusa Statistics 2013
Feb:953
Mar:112
Apr:662
May:911
June:5
July:87
Aug:5
Sept:814
Oct:404
Nov:884
Dec:696
Tax Return Preparation Azusa Statistics 2012
Feb:172
Mar:5
Apr:1000
May:122
June:973
July:16
Aug:456
Sept:49
Oct:866
Nov:753
Dec:319
Tax Return Preparation Azusa Statistics 2011
Feb:656
Mar:718
Apr:743
May:163
June:855
July:624
Aug:823
Sept:807
Oct:736
Nov:485
Dec:718
Tax Return Preparation Azusa Statistics 2010
Feb:572
Mar:723
Apr:555
May:977
June:606
July:251
Aug:195
Sept:779
Oct:257
Nov:195
Dec:901
Tax Return Preparation Azusa Statistics 2009
Feb:211
Mar:357
Apr:278
May:77
June:110
July:598
Aug:501
Sept:766
Oct:315
Nov:244
Dec:930
Tax Return Preparation Azusa Statistics 2008
Feb:868
Mar:752
Apr:977
May:604
June:237
July:694
Aug:345
Sept:809
Oct:417
Nov:901
Dec:786