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 Brea Statistics 2018
Feb:509
Mar:287
Apr:868
May:865
June:521
July:67
Aug:532
Sept:872
Oct:306
Nov:602
Dec:208
Tax Return Preparation Brea Statistics 2017
Feb:33
Mar:621
Apr:598
May:95
June:690
July:300
Aug:211
Sept:84
Oct:373
Nov:710
Dec:542
Tax Return Preparation Brea Statistics 2016
Feb:981
Mar:235
Apr:631
May:294
June:460
July:680
Aug:942
Sept:969
Oct:967
Nov:810
Dec:834
Tax Return Preparation Brea Statistics 2015
Feb:877
Mar:365
Apr:359
May:183
June:968
July:568
Aug:95
Sept:0
Oct:188
Nov:693
Dec:96
Tax Return Preparation Brea Statistics 2014
Feb:994
Mar:307
Apr:964
May:366
June:16
July:506
Aug:997
Sept:998
Oct:741
Nov:628
Dec:292
Tax Return Preparation Brea Statistics 2013
Feb:307
Mar:234
Apr:169
May:274
June:43
July:3
Aug:762
Sept:921
Oct:368
Nov:121
Dec:103
Tax Return Preparation Brea Statistics 2012
Feb:690
Mar:199
Apr:336
May:879
June:893
July:433
Aug:757
Sept:886
Oct:740
Nov:721
Dec:252
Tax Return Preparation Brea Statistics 2011
Feb:226
Mar:248
Apr:755
May:968
June:877
July:46
Aug:167
Sept:183
Oct:280
Nov:337
Dec:458
Tax Return Preparation Brea Statistics 2010
Feb:340
Mar:220
Apr:244
May:709
June:341
July:348
Aug:44
Sept:31
Oct:547
Nov:381
Dec:910
Tax Return Preparation Brea Statistics 2009
Feb:814
Mar:666
Apr:325
May:554
June:387
July:577
Aug:311
Sept:613
Oct:826
Nov:65
Dec:580
Tax Return Preparation Brea Statistics 2008
Feb:111
Mar:748
Apr:886
May:392
June:84
July:343
Aug:717
Sept:425
Oct:563
Nov:962
Dec:134