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 Claremont Statistics 2018
Feb:697
Mar:184
Apr:432
May:180
June:543
July:906
Aug:23
Sept:380
Oct:241
Nov:146
Dec:110
Tax Return Preparation Claremont Statistics 2017
Feb:957
Mar:795
Apr:433
May:514
June:826
July:766
Aug:559
Sept:868
Oct:205
Nov:425
Dec:858
Tax Return Preparation Claremont Statistics 2016
Feb:686
Mar:520
Apr:153
May:413
June:382
July:780
Aug:205
Sept:79
Oct:965
Nov:637
Dec:260
Tax Return Preparation Claremont Statistics 2015
Feb:542
Mar:283
Apr:888
May:784
June:430
July:998
Aug:163
Sept:386
Oct:793
Nov:596
Dec:901
Tax Return Preparation Claremont Statistics 2014
Feb:362
Mar:460
Apr:486
May:568
June:885
July:343
Aug:774
Sept:570
Oct:864
Nov:927
Dec:984
Tax Return Preparation Claremont Statistics 2013
Feb:707
Mar:188
Apr:325
May:672
June:826
July:585
Aug:179
Sept:367
Oct:869
Nov:66
Dec:151
Tax Return Preparation Claremont Statistics 2012
Feb:63
Mar:315
Apr:685
May:857
June:912
July:586
Aug:474
Sept:273
Oct:46
Nov:961
Dec:841
Tax Return Preparation Claremont Statistics 2011
Feb:304
Mar:614
Apr:501
May:168
June:541
July:485
Aug:415
Sept:248
Oct:673
Nov:741
Dec:920
Tax Return Preparation Claremont Statistics 2010
Feb:325
Mar:98
Apr:866
May:194
June:165
July:17
Aug:493
Sept:229
Oct:332
Nov:178
Dec:85
Tax Return Preparation Claremont Statistics 2009
Feb:765
Mar:560
Apr:517
May:811
June:520
July:358
Aug:741
Sept:825
Oct:973
Nov:242
Dec:994
Tax Return Preparation Claremont Statistics 2008
Feb:727
Mar:408
Apr:762
May:400
June:148
July:682
Aug:899
Sept:474
Oct:781
Nov:764
Dec:668