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 Glendora Statistics 2018
Feb:561
Mar:548
Apr:622
May:855
June:40
July:970
Aug:165
Sept:668
Oct:722
Nov:720
Dec:5
Tax Return Preparation Glendora Statistics 2017
Feb:879
Mar:827
Apr:111
May:249
June:427
July:274
Aug:67
Sept:141
Oct:88
Nov:160
Dec:621
Tax Return Preparation Glendora Statistics 2016
Feb:324
Mar:307
Apr:92
May:29
June:307
July:185
Aug:281
Sept:869
Oct:734
Nov:903
Dec:723
Tax Return Preparation Glendora Statistics 2015
Feb:873
Mar:889
Apr:442
May:594
June:609
July:447
Aug:316
Sept:487
Oct:273
Nov:427
Dec:737
Tax Return Preparation Glendora Statistics 2014
Feb:701
Mar:804
Apr:843
May:790
June:964
July:463
Aug:694
Sept:288
Oct:770
Nov:787
Dec:318
Tax Return Preparation Glendora Statistics 2013
Feb:973
Mar:599
Apr:946
May:706
June:502
July:669
Aug:480
Sept:374
Oct:557
Nov:922
Dec:969
Tax Return Preparation Glendora Statistics 2012
Feb:369
Mar:285
Apr:653
May:643
June:713
July:389
Aug:343
Sept:414
Oct:193
Nov:185
Dec:203
Tax Return Preparation Glendora Statistics 2011
Feb:649
Mar:898
Apr:445
May:419
June:685
July:763
Aug:496
Sept:657
Oct:361
Nov:442
Dec:363
Tax Return Preparation Glendora Statistics 2010
Feb:110
Mar:843
Apr:237
May:667
June:765
July:206
Aug:833
Sept:134
Oct:492
Nov:486
Dec:777
Tax Return Preparation Glendora Statistics 2009
Feb:876
Mar:120
Apr:618
May:68
June:305
July:822
Aug:225
Sept:955
Oct:720
Nov:671
Dec:373
Tax Return Preparation Glendora Statistics 2008
Feb:433
Mar:870
Apr:60
May:795
June:311
July:424
Aug:658
Sept:421
Oct:267
Nov:896
Dec:87