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 Fullerton Statistics 2018
Feb:636
Mar:550
Apr:218
May:403
June:652
July:635
Aug:725
Sept:684
Oct:288
Nov:85
Dec:5
Tax Return Preparation Fullerton Statistics 2017
Feb:493
Mar:638
Apr:466
May:816
June:529
July:295
Aug:414
Sept:891
Oct:563
Nov:552
Dec:552
Tax Return Preparation Fullerton Statistics 2016
Feb:984
Mar:596
Apr:349
May:455
June:192
July:481
Aug:170
Sept:828
Oct:30
Nov:389
Dec:231
Tax Return Preparation Fullerton Statistics 2015
Feb:24
Mar:957
Apr:366
May:312
June:41
July:372
Aug:302
Sept:534
Oct:10
Nov:768
Dec:350
Tax Return Preparation Fullerton Statistics 2014
Feb:63
Mar:765
Apr:430
May:626
June:316
July:983
Aug:976
Sept:299
Oct:578
Nov:324
Dec:755
Tax Return Preparation Fullerton Statistics 2013
Feb:805
Mar:926
Apr:598
May:836
June:314
July:830
Aug:518
Sept:339
Oct:786
Nov:885
Dec:651
Tax Return Preparation Fullerton Statistics 2012
Feb:256
Mar:953
Apr:361
May:266
June:721
July:711
Aug:805
Sept:784
Oct:476
Nov:235
Dec:410
Tax Return Preparation Fullerton Statistics 2011
Feb:217
Mar:385
Apr:91
May:795
June:709
July:846
Aug:565
Sept:514
Oct:771
Nov:163
Dec:349
Tax Return Preparation Fullerton Statistics 2010
Feb:993
Mar:868
Apr:424
May:778
June:753
July:75
Aug:605
Sept:8
Oct:28
Nov:967
Dec:275
Tax Return Preparation Fullerton Statistics 2009
Feb:677
Mar:80
Apr:533
May:152
June:315
July:943
Aug:945
Sept:532
Oct:327
Nov:36
Dec:326
Tax Return Preparation Fullerton Statistics 2008
Feb:882
Mar:892
Apr:550
May:653
June:54
July:900
Aug:739
Sept:46
Oct:768
Nov:162
Dec:825