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 El Monte Statistics 2018
Feb:253
Mar:597
Apr:646
May:744
June:845
July:712
Aug:164
Sept:826
Oct:667
Nov:760
Dec:799
Tax Return Preparation El Monte Statistics 2017
Feb:292
Mar:283
Apr:697
May:86
June:969
July:896
Aug:37
Sept:503
Oct:343
Nov:736
Dec:379
Tax Return Preparation El Monte Statistics 2016
Feb:437
Mar:379
Apr:669
May:662
June:106
July:691
Aug:969
Sept:359
Oct:288
Nov:615
Dec:103
Tax Return Preparation El Monte Statistics 2015
Feb:326
Mar:267
Apr:958
May:994
June:26
July:757
Aug:993
Sept:319
Oct:40
Nov:689
Dec:405
Tax Return Preparation El Monte Statistics 2014
Feb:584
Mar:442
Apr:512
May:928
June:178
July:892
Aug:235
Sept:616
Oct:271
Nov:905
Dec:277
Tax Return Preparation El Monte Statistics 2013
Feb:595
Mar:246
Apr:737
May:884
June:861
July:840
Aug:15
Sept:187
Oct:106
Nov:974
Dec:180
Tax Return Preparation El Monte Statistics 2012
Feb:730
Mar:172
Apr:452
May:771
June:862
July:857
Aug:780
Sept:445
Oct:299
Nov:291
Dec:372
Tax Return Preparation El Monte Statistics 2011
Feb:183
Mar:608
Apr:93
May:455
June:512
July:370
Aug:833
Sept:107
Oct:617
Nov:569
Dec:991
Tax Return Preparation El Monte Statistics 2010
Feb:409
Mar:6
Apr:664
May:516
June:980
July:844
Aug:649
Sept:710
Oct:16
Nov:100
Dec:480
Tax Return Preparation El Monte Statistics 2009
Feb:958
Mar:260
Apr:322
May:257
June:552
July:695
Aug:735
Sept:735
Oct:303
Nov:828
Dec:189
Tax Return Preparation El Monte Statistics 2008
Feb:198
Mar:21
Apr:923
May:815
June:591
July:914
Aug:291
Sept:0
Oct:920
Nov:955
Dec:516