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 Baldwin Park Statistics 2018
Feb:410
Mar:898
Apr:405
May:113
June:725
July:97
Aug:284
Sept:747
Oct:448
Nov:42
Dec:537
Tax Return Preparation Baldwin Park Statistics 2017
Feb:385
Mar:180
Apr:782
May:143
June:726
July:486
Aug:20
Sept:920
Oct:254
Nov:459
Dec:639
Tax Return Preparation Baldwin Park Statistics 2016
Feb:131
Mar:420
Apr:89
May:761
June:421
July:149
Aug:187
Sept:831
Oct:46
Nov:593
Dec:944
Tax Return Preparation Baldwin Park Statistics 2015
Feb:691
Mar:227
Apr:517
May:139
June:270
July:54
Aug:943
Sept:655
Oct:234
Nov:725
Dec:799
Tax Return Preparation Baldwin Park Statistics 2014
Feb:210
Mar:819
Apr:881
May:465
June:278
July:519
Aug:318
Sept:409
Oct:940
Nov:408
Dec:170
Tax Return Preparation Baldwin Park Statistics 2013
Feb:557
Mar:357
Apr:191
May:603
June:951
July:135
Aug:373
Sept:641
Oct:362
Nov:891
Dec:780
Tax Return Preparation Baldwin Park Statistics 2012
Feb:946
Mar:723
Apr:287
May:180
June:447
July:86
Aug:141
Sept:658
Oct:905
Nov:21
Dec:123
Tax Return Preparation Baldwin Park Statistics 2011
Feb:540
Mar:442
Apr:592
May:480
June:850
July:763
Aug:841
Sept:406
Oct:119
Nov:32
Dec:9
Tax Return Preparation Baldwin Park Statistics 2010
Feb:167
Mar:382
Apr:711
May:530
June:273
July:490
Aug:162
Sept:219
Oct:213
Nov:449
Dec:399
Tax Return Preparation Baldwin Park Statistics 2009
Feb:536
Mar:540
Apr:318
May:440
June:561
July:442
Aug:624
Sept:101
Oct:884
Nov:215
Dec:582
Tax Return Preparation Baldwin Park Statistics 2008
Feb:978
Mar:423
Apr:139
May:97
June:455
July:148
Aug:167
Sept:623
Oct:531
Nov:879
Dec:152