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 Fountain Valley Statistics 2018
Feb:459
Mar:515
Apr:89
May:503
June:733
July:25
Aug:578
Sept:432
Oct:537
Nov:660
Dec:807
Tax Return Preparation Fountain Valley Statistics 2017
Feb:262
Mar:610
Apr:499
May:109
June:449
July:433
Aug:702
Sept:780
Oct:265
Nov:962
Dec:625
Tax Return Preparation Fountain Valley Statistics 2016
Feb:966
Mar:449
Apr:629
May:482
June:173
July:981
Aug:158
Sept:633
Oct:496
Nov:247
Dec:135
Tax Return Preparation Fountain Valley Statistics 2015
Feb:273
Mar:713
Apr:660
May:810
June:373
July:467
Aug:403
Sept:636
Oct:76
Nov:903
Dec:745
Tax Return Preparation Fountain Valley Statistics 2014
Feb:335
Mar:446
Apr:306
May:601
June:408
July:931
Aug:379
Sept:374
Oct:380
Nov:8
Dec:857
Tax Return Preparation Fountain Valley Statistics 2013
Feb:989
Mar:15
Apr:186
May:484
June:262
July:322
Aug:713
Sept:536
Oct:35
Nov:373
Dec:345
Tax Return Preparation Fountain Valley Statistics 2012
Feb:840
Mar:749
Apr:44
May:917
June:651
July:790
Aug:443
Sept:986
Oct:236
Nov:749
Dec:587
Tax Return Preparation Fountain Valley Statistics 2011
Feb:680
Mar:966
Apr:18
May:59
June:974
July:876
Aug:614
Sept:963
Oct:891
Nov:801
Dec:446
Tax Return Preparation Fountain Valley Statistics 2010
Feb:122
Mar:159
Apr:689
May:158
June:532
July:33
Aug:567
Sept:372
Oct:783
Nov:612
Dec:288
Tax Return Preparation Fountain Valley Statistics 2009
Feb:401
Mar:731
Apr:419
May:638
June:479
July:5
Aug:282
Sept:158
Oct:972
Nov:300
Dec:218
Tax Return Preparation Fountain Valley Statistics 2008
Feb:176
Mar:832
Apr:907
May:66
June:632
July:353
Aug:219
Sept:755
Oct:512
Nov:908
Dec:913