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 Chino Statistics 2018
Feb:45
Mar:467
Apr:301
May:89
June:544
July:75
Aug:38
Sept:639
Oct:557
Nov:863
Dec:742
Tax Return Preparation Chino Statistics 2017
Feb:486
Mar:613
Apr:391
May:95
June:302
July:902
Aug:201
Sept:174
Oct:771
Nov:324
Dec:908
Tax Return Preparation Chino Statistics 2016
Feb:254
Mar:320
Apr:521
May:623
June:835
July:745
Aug:743
Sept:881
Oct:211
Nov:44
Dec:970
Tax Return Preparation Chino Statistics 2015
Feb:119
Mar:7
Apr:394
May:676
June:870
July:136
Aug:135
Sept:355
Oct:749
Nov:526
Dec:450
Tax Return Preparation Chino Statistics 2014
Feb:427
Mar:652
Apr:225
May:198
June:976
July:133
Aug:718
Sept:229
Oct:453
Nov:238
Dec:852
Tax Return Preparation Chino Statistics 2013
Feb:983
Mar:595
Apr:168
May:194
June:639
July:137
Aug:950
Sept:759
Oct:145
Nov:343
Dec:435
Tax Return Preparation Chino Statistics 2012
Feb:479
Mar:570
Apr:370
May:228
June:95
July:821
Aug:279
Sept:523
Oct:472
Nov:505
Dec:721
Tax Return Preparation Chino Statistics 2011
Feb:639
Mar:439
Apr:677
May:92
June:678
July:529
Aug:380
Sept:661
Oct:123
Nov:549
Dec:855
Tax Return Preparation Chino Statistics 2010
Feb:687
Mar:805
Apr:520
May:832
June:148
July:955
Aug:847
Sept:627
Oct:524
Nov:217
Dec:856
Tax Return Preparation Chino Statistics 2009
Feb:37
Mar:135
Apr:142
May:510
June:640
July:864
Aug:958
Sept:279
Oct:303
Nov:634
Dec:371
Tax Return Preparation Chino Statistics 2008
Feb:162
Mar:752
Apr:641
May:286
June:300
July:496
Aug:47
Sept:987
Oct:300
Nov:568
Dec:819