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 Cerritos Statistics 2018
Feb:965
Mar:306
Apr:645
May:222
June:476
July:526
Aug:617
Sept:808
Oct:692
Nov:422
Dec:100
Tax Return Preparation Cerritos Statistics 2017
Feb:258
Mar:706
Apr:706
May:453
June:349
July:407
Aug:580
Sept:396
Oct:599
Nov:267
Dec:629
Tax Return Preparation Cerritos Statistics 2016
Feb:842
Mar:271
Apr:470
May:842
June:225
July:514
Aug:86
Sept:190
Oct:821
Nov:732
Dec:412
Tax Return Preparation Cerritos Statistics 2015
Feb:257
Mar:29
Apr:105
May:950
June:451
July:205
Aug:30
Sept:710
Oct:912
Nov:736
Dec:162
Tax Return Preparation Cerritos Statistics 2014
Feb:142
Mar:742
Apr:656
May:741
June:8
July:285
Aug:815
Sept:850
Oct:557
Nov:284
Dec:692
Tax Return Preparation Cerritos Statistics 2013
Feb:799
Mar:778
Apr:973
May:619
June:510
July:384
Aug:916
Sept:768
Oct:413
Nov:21
Dec:717
Tax Return Preparation Cerritos Statistics 2012
Feb:226
Mar:747
Apr:574
May:137
June:482
July:736
Aug:398
Sept:625
Oct:478
Nov:54
Dec:366
Tax Return Preparation Cerritos Statistics 2011
Feb:339
Mar:180
Apr:336
May:897
June:464
July:28
Aug:678
Sept:263
Oct:806
Nov:650
Dec:882
Tax Return Preparation Cerritos Statistics 2010
Feb:34
Mar:798
Apr:83
May:448
June:819
July:800
Aug:313
Sept:44
Oct:546
Nov:887
Dec:182
Tax Return Preparation Cerritos Statistics 2009
Feb:623
Mar:580
Apr:654
May:101
June:634
July:19
Aug:588
Sept:974
Oct:200
Nov:925
Dec:870
Tax Return Preparation Cerritos Statistics 2008
Feb:953
Mar:548
Apr:927
May:758
June:198
July:809
Aug:74
Sept:233
Oct:607
Nov:157
Dec:682