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 Garden Grove Statistics 2018
Feb:230
Mar:47
Apr:199
May:906
June:624
July:468
Aug:332
Sept:895
Oct:657
Nov:434
Dec:985
Tax Return Preparation Garden Grove Statistics 2017
Feb:941
Mar:833
Apr:816
May:311
June:510
July:162
Aug:489
Sept:332
Oct:279
Nov:324
Dec:215
Tax Return Preparation Garden Grove Statistics 2016
Feb:223
Mar:736
Apr:878
May:785
June:514
July:948
Aug:466
Sept:744
Oct:996
Nov:666
Dec:650
Tax Return Preparation Garden Grove Statistics 2015
Feb:133
Mar:983
Apr:513
May:791
June:416
July:497
Aug:798
Sept:357
Oct:330
Nov:614
Dec:668
Tax Return Preparation Garden Grove Statistics 2014
Feb:777
Mar:156
Apr:171
May:55
June:481
July:387
Aug:926
Sept:705
Oct:123
Nov:803
Dec:490
Tax Return Preparation Garden Grove Statistics 2013
Feb:750
Mar:956
Apr:381
May:745
June:621
July:31
Aug:364
Sept:755
Oct:13
Nov:877
Dec:545
Tax Return Preparation Garden Grove Statistics 2012
Feb:374
Mar:343
Apr:787
May:704
June:958
July:454
Aug:543
Sept:734
Oct:611
Nov:715
Dec:790
Tax Return Preparation Garden Grove Statistics 2011
Feb:102
Mar:715
Apr:797
May:226
June:518
July:286
Aug:863
Sept:267
Oct:242
Nov:244
Dec:12
Tax Return Preparation Garden Grove Statistics 2010
Feb:275
Mar:376
Apr:618
May:288
June:253
July:163
Aug:718
Sept:627
Oct:507
Nov:505
Dec:330
Tax Return Preparation Garden Grove Statistics 2009
Feb:959
Mar:874
Apr:198
May:570
June:589
July:989
Aug:662
Sept:691
Oct:703
Nov:458
Dec:917
Tax Return Preparation Garden Grove Statistics 2008
Feb:745
Mar:780
Apr:488
May:987
June:23
July:501
Aug:850
Sept:299
Oct:878
Nov:468
Dec:587