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 Corona Statistics 2018
Feb:935
Mar:608
Apr:172
May:648
June:459
July:802
Aug:246
Sept:867
Oct:556
Nov:912
Dec:390
Tax Return Preparation Corona Statistics 2017
Feb:759
Mar:153
Apr:504
May:751
June:12
July:665
Aug:617
Sept:76
Oct:82
Nov:859
Dec:884
Tax Return Preparation Corona Statistics 2016
Feb:408
Mar:885
Apr:960
May:833
June:445
July:1000
Aug:461
Sept:380
Oct:607
Nov:634
Dec:27
Tax Return Preparation Corona Statistics 2015
Feb:435
Mar:274
Apr:933
May:991
June:185
July:323
Aug:470
Sept:944
Oct:476
Nov:975
Dec:695
Tax Return Preparation Corona Statistics 2014
Feb:640
Mar:311
Apr:565
May:722
June:170
July:448
Aug:983
Sept:579
Oct:333
Nov:943
Dec:411
Tax Return Preparation Corona Statistics 2013
Feb:942
Mar:873
Apr:158
May:548
June:506
July:186
Aug:614
Sept:942
Oct:460
Nov:547
Dec:933
Tax Return Preparation Corona Statistics 2012
Feb:870
Mar:402
Apr:590
May:346
June:376
July:284
Aug:835
Sept:15
Oct:596
Nov:399
Dec:738
Tax Return Preparation Corona Statistics 2011
Feb:847
Mar:721
Apr:345
May:180
June:663
July:757
Aug:959
Sept:604
Oct:629
Nov:116
Dec:152
Tax Return Preparation Corona Statistics 2010
Feb:303
Mar:767
Apr:76
May:763
June:314
July:9
Aug:409
Sept:183
Oct:411
Nov:999
Dec:529
Tax Return Preparation Corona Statistics 2009
Feb:282
Mar:364
Apr:804
May:879
June:763
July:542
Aug:645
Sept:610
Oct:262
Nov:990
Dec:790
Tax Return Preparation Corona Statistics 2008
Feb:746
Mar:748
Apr:529
May:375
June:865
July:682
Aug:511
Sept:167
Oct:448
Nov:588
Dec:931