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 Gardens Statistics 2018
Feb:855
Mar:70
Apr:893
May:518
June:262
July:82
Aug:851
Sept:44
Oct:886
Nov:816
Dec:217
Tax Return Preparation Bell Gardens Statistics 2017
Feb:500
Mar:50
Apr:935
May:4
June:906
July:998
Aug:656
Sept:478
Oct:68
Nov:254
Dec:841
Tax Return Preparation Bell Gardens Statistics 2016
Feb:718
Mar:535
Apr:167
May:513
June:429
July:362
Aug:497
Sept:284
Oct:432
Nov:390
Dec:802
Tax Return Preparation Bell Gardens Statistics 2015
Feb:472
Mar:653
Apr:739
May:357
June:468
July:957
Aug:596
Sept:969
Oct:7
Nov:530
Dec:973
Tax Return Preparation Bell Gardens Statistics 2014
Feb:527
Mar:628
Apr:391
May:595
June:882
July:232
Aug:762
Sept:600
Oct:768
Nov:929
Dec:113
Tax Return Preparation Bell Gardens Statistics 2013
Feb:291
Mar:610
Apr:480
May:723
June:0
July:282
Aug:417
Sept:472
Oct:935
Nov:156
Dec:830
Tax Return Preparation Bell Gardens Statistics 2012
Feb:113
Mar:425
Apr:371
May:120
June:956
July:344
Aug:33
Sept:483
Oct:972
Nov:425
Dec:78
Tax Return Preparation Bell Gardens Statistics 2011
Feb:657
Mar:840
Apr:454
May:424
June:769
July:567
Aug:621
Sept:59
Oct:177
Nov:101
Dec:783
Tax Return Preparation Bell Gardens Statistics 2010
Feb:384
Mar:200
Apr:650
May:318
June:357
July:480
Aug:722
Sept:470
Oct:905
Nov:92
Dec:590
Tax Return Preparation Bell Gardens Statistics 2009
Feb:436
Mar:624
Apr:343
May:408
June:48
July:422
Aug:262
Sept:706
Oct:262
Nov:716
Dec:129
Tax Return Preparation Bell Gardens Statistics 2008
Feb:283
Mar:751
Apr:90
May:461
June:852
July:873
Aug:638
Sept:236
Oct:73
Nov:288
Dec:554