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 Carson Statistics 2018
Feb:667
Mar:252
Apr:442
May:818
June:482
July:714
Aug:181
Sept:21
Oct:37
Nov:556
Dec:492
Tax Return Preparation Carson Statistics 2017
Feb:699
Mar:249
Apr:259
May:71
June:634
July:200
Aug:516
Sept:460
Oct:826
Nov:665
Dec:362
Tax Return Preparation Carson Statistics 2016
Feb:732
Mar:741
Apr:900
May:372
June:473
July:919
Aug:277
Sept:139
Oct:171
Nov:720
Dec:957
Tax Return Preparation Carson Statistics 2015
Feb:433
Mar:138
Apr:675
May:470
June:694
July:166
Aug:791
Sept:392
Oct:416
Nov:49
Dec:464
Tax Return Preparation Carson Statistics 2014
Feb:250
Mar:980
Apr:509
May:76
June:645
July:872
Aug:975
Sept:377
Oct:613
Nov:875
Dec:749
Tax Return Preparation Carson Statistics 2013
Feb:793
Mar:26
Apr:224
May:965
June:746
July:181
Aug:617
Sept:178
Oct:320
Nov:291
Dec:649
Tax Return Preparation Carson Statistics 2012
Feb:458
Mar:440
Apr:406
May:874
June:489
July:870
Aug:923
Sept:740
Oct:850
Nov:432
Dec:816
Tax Return Preparation Carson Statistics 2011
Feb:304
Mar:790
Apr:873
May:917
June:665
July:621
Aug:1
Sept:457
Oct:648
Nov:226
Dec:422
Tax Return Preparation Carson Statistics 2010
Feb:408
Mar:38
Apr:572
May:728
June:330
July:220
Aug:742
Sept:788
Oct:660
Nov:147
Dec:662
Tax Return Preparation Carson Statistics 2009
Feb:17
Mar:584
Apr:889
May:868
June:16
July:705
Aug:362
Sept:320
Oct:494
Nov:234
Dec:236
Tax Return Preparation Carson Statistics 2008
Feb:856
Mar:238
Apr:616
May:503
June:465
July:37
Aug:897
Sept:873
Oct:76
Nov:468
Dec:601