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 Gardena Statistics 2018
Feb:805
Mar:987
Apr:331
May:542
June:863
July:573
Aug:883
Sept:881
Oct:227
Nov:198
Dec:321
Tax Return Preparation Gardena Statistics 2017
Feb:937
Mar:351
Apr:20
May:408
June:204
July:709
Aug:405
Sept:868
Oct:142
Nov:288
Dec:886
Tax Return Preparation Gardena Statistics 2016
Feb:291
Mar:381
Apr:588
May:204
June:966
July:862
Aug:416
Sept:770
Oct:848
Nov:747
Dec:312
Tax Return Preparation Gardena Statistics 2015
Feb:320
Mar:195
Apr:591
May:548
June:393
July:913
Aug:582
Sept:330
Oct:263
Nov:603
Dec:738
Tax Return Preparation Gardena Statistics 2014
Feb:311
Mar:143
Apr:336
May:454
June:432
July:221
Aug:617
Sept:723
Oct:602
Nov:205
Dec:927
Tax Return Preparation Gardena Statistics 2013
Feb:66
Mar:343
Apr:338
May:914
June:90
July:651
Aug:624
Sept:411
Oct:846
Nov:215
Dec:959
Tax Return Preparation Gardena Statistics 2012
Feb:127
Mar:541
Apr:570
May:391
June:143
July:307
Aug:859
Sept:454
Oct:451
Nov:194
Dec:909
Tax Return Preparation Gardena Statistics 2011
Feb:415
Mar:526
Apr:605
May:17
June:731
July:532
Aug:586
Sept:797
Oct:875
Nov:925
Dec:711
Tax Return Preparation Gardena Statistics 2010
Feb:575
Mar:334
Apr:376
May:421
June:550
July:335
Aug:660
Sept:677
Oct:876
Nov:229
Dec:68
Tax Return Preparation Gardena Statistics 2009
Feb:537
Mar:928
Apr:473
May:988
June:122
July:381
Aug:871
Sept:538
Oct:908
Nov:475
Dec:556
Tax Return Preparation Gardena Statistics 2008
Feb:6
Mar:141
Apr:434
May:882
June:66
July:144
Aug:848
Sept:641
Oct:479
Nov:224
Dec:61