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 Buena Park Statistics 2018
Feb:797
Mar:410
Apr:491
May:649
June:942
July:890
Aug:363
Sept:325
Oct:969
Nov:484
Dec:876
Tax Return Preparation Buena Park Statistics 2017
Feb:899
Mar:783
Apr:947
May:232
June:700
July:71
Aug:267
Sept:125
Oct:516
Nov:619
Dec:685
Tax Return Preparation Buena Park Statistics 2016
Feb:364
Mar:254
Apr:859
May:313
June:206
July:367
Aug:518
Sept:2
Oct:777
Nov:8
Dec:652
Tax Return Preparation Buena Park Statistics 2015
Feb:899
Mar:15
Apr:43
May:868
June:499
July:920
Aug:0
Sept:398
Oct:703
Nov:947
Dec:630
Tax Return Preparation Buena Park Statistics 2014
Feb:18
Mar:898
Apr:527
May:534
June:517
July:212
Aug:50
Sept:882
Oct:467
Nov:909
Dec:194
Tax Return Preparation Buena Park Statistics 2013
Feb:276
Mar:713
Apr:676
May:53
June:722
July:328
Aug:772
Sept:621
Oct:343
Nov:816
Dec:488
Tax Return Preparation Buena Park Statistics 2012
Feb:735
Mar:489
Apr:240
May:438
June:436
July:871
Aug:841
Sept:454
Oct:768
Nov:368
Dec:988
Tax Return Preparation Buena Park Statistics 2011
Feb:581
Mar:37
Apr:166
May:47
June:947
July:360
Aug:720
Sept:222
Oct:73
Nov:396
Dec:275
Tax Return Preparation Buena Park Statistics 2010
Feb:724
Mar:46
Apr:415
May:67
June:862
July:904
Aug:910
Sept:597
Oct:392
Nov:150
Dec:34
Tax Return Preparation Buena Park Statistics 2009
Feb:20
Mar:876
Apr:282
May:789
June:243
July:269
Aug:73
Sept:824
Oct:307
Nov:239
Dec:871
Tax Return Preparation Buena Park Statistics 2008
Feb:600
Mar:591
Apr:475
May:673
June:987
July:750
Aug:468
Sept:711
Oct:797
Nov:883
Dec:778