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 Bellflower Statistics 2018
Feb:878
Mar:366
Apr:489
May:738
June:222
July:914
Aug:298
Sept:838
Oct:290
Nov:545
Dec:258
Tax Return Preparation Bellflower Statistics 2017
Feb:63
Mar:864
Apr:176
May:211
June:10
July:954
Aug:146
Sept:399
Oct:135
Nov:169
Dec:662
Tax Return Preparation Bellflower Statistics 2016
Feb:169
Mar:883
Apr:523
May:14
June:795
July:868
Aug:206
Sept:673
Oct:234
Nov:695
Dec:411
Tax Return Preparation Bellflower Statistics 2015
Feb:609
Mar:709
Apr:294
May:900
June:254
July:553
Aug:932
Sept:318
Oct:417
Nov:107
Dec:530
Tax Return Preparation Bellflower Statistics 2014
Feb:61
Mar:676
Apr:826
May:196
June:845
July:488
Aug:172
Sept:14
Oct:371
Nov:696
Dec:29
Tax Return Preparation Bellflower Statistics 2013
Feb:564
Mar:235
Apr:838
May:798
June:931
July:249
Aug:254
Sept:539
Oct:958
Nov:549
Dec:439
Tax Return Preparation Bellflower Statistics 2012
Feb:101
Mar:370
Apr:530
May:518
June:478
July:59
Aug:946
Sept:539
Oct:735
Nov:772
Dec:736
Tax Return Preparation Bellflower Statistics 2011
Feb:259
Mar:909
Apr:594
May:630
June:604
July:623
Aug:796
Sept:168
Oct:859
Nov:634
Dec:966
Tax Return Preparation Bellflower Statistics 2010
Feb:883
Mar:220
Apr:328
May:841
June:769
July:767
Aug:53
Sept:871
Oct:136
Nov:583
Dec:388
Tax Return Preparation Bellflower Statistics 2009
Feb:643
Mar:334
Apr:153
May:378
June:105
July:889
Aug:958
Sept:365
Oct:797
Nov:552
Dec:996
Tax Return Preparation Bellflower Statistics 2008
Feb:175
Mar:791
Apr:569
May:33
June:425
July:534
Aug:823
Sept:307
Oct:754
Nov:150
Dec:148