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 Bell Statistics 2018
Feb:394
Mar:645
Apr:704
May:365
June:229
July:810
Aug:939
Sept:742
Oct:416
Nov:75
Dec:173
Tax Return Preparation Bell Statistics 2017
Feb:73
Mar:249
Apr:417
May:10
June:855
July:80
Aug:150
Sept:255
Oct:941
Nov:79
Dec:403
Tax Return Preparation Bell Statistics 2016
Feb:800
Mar:967
Apr:20
May:800
June:177
July:104
Aug:526
Sept:571
Oct:750
Nov:230
Dec:936
Tax Return Preparation Bell Statistics 2015
Feb:39
Mar:875
Apr:721
May:455
June:951
July:895
Aug:556
Sept:23
Oct:144
Nov:973
Dec:33
Tax Return Preparation Bell Statistics 2014
Feb:52
Mar:184
Apr:254
May:993
June:263
July:657
Aug:285
Sept:62
Oct:624
Nov:305
Dec:863
Tax Return Preparation Bell Statistics 2013
Feb:410
Mar:389
Apr:372
May:159
June:619
July:308
Aug:138
Sept:658
Oct:182
Nov:859
Dec:113
Tax Return Preparation Bell Statistics 2012
Feb:753
Mar:669
Apr:155
May:898
June:641
July:189
Aug:896
Sept:693
Oct:374
Nov:149
Dec:685
Tax Return Preparation Bell Statistics 2011
Feb:807
Mar:971
Apr:700
May:431
June:276
July:563
Aug:231
Sept:686
Oct:952
Nov:604
Dec:846
Tax Return Preparation Bell Statistics 2010
Feb:912
Mar:984
Apr:228
May:94
June:842
July:341
Aug:226
Sept:595
Oct:9
Nov:382
Dec:492
Tax Return Preparation Bell Statistics 2009
Feb:572
Mar:388
Apr:343
May:946
June:538
July:28
Aug:583
Sept:345
Oct:1000
Nov:283
Dec:776
Tax Return Preparation Bell Statistics 2008
Feb:847
Mar:7
Apr:962
May:798
June:612
July:807
Aug:368
Sept:523
Oct:790
Nov:596
Dec:618