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 Guasti Statistics 2018
Feb:606
Mar:366
Apr:471
May:324
June:924
July:172
Aug:252
Sept:876
Oct:918
Nov:370
Dec:491
Tax Return Preparation Guasti Statistics 2017
Feb:160
Mar:551
Apr:710
May:316
June:226
July:521
Aug:44
Sept:179
Oct:285
Nov:785
Dec:61
Tax Return Preparation Guasti Statistics 2016
Feb:493
Mar:631
Apr:329
May:100
June:366
July:509
Aug:165
Sept:972
Oct:875
Nov:636
Dec:296
Tax Return Preparation Guasti Statistics 2015
Feb:809
Mar:549
Apr:674
May:726
June:919
July:165
Aug:877
Sept:79
Oct:716
Nov:587
Dec:395
Tax Return Preparation Guasti Statistics 2014
Feb:107
Mar:440
Apr:121
May:393
June:224
July:183
Aug:721
Sept:717
Oct:814
Nov:49
Dec:818
Tax Return Preparation Guasti Statistics 2013
Feb:558
Mar:984
Apr:151
May:433
June:620
July:448
Aug:231
Sept:428
Oct:998
Nov:905
Dec:154
Tax Return Preparation Guasti Statistics 2012
Feb:69
Mar:31
Apr:996
May:786
June:618
July:391
Aug:728
Sept:726
Oct:832
Nov:849
Dec:118
Tax Return Preparation Guasti Statistics 2011
Feb:31
Mar:840
Apr:773
May:846
June:889
July:591
Aug:25
Sept:447
Oct:575
Nov:177
Dec:880
Tax Return Preparation Guasti Statistics 2010
Feb:625
Mar:110
Apr:623
May:623
June:15
July:777
Aug:539
Sept:85
Oct:809
Nov:535
Dec:871
Tax Return Preparation Guasti Statistics 2009
Feb:926
Mar:598
Apr:151
May:757
June:446
July:270
Aug:813
Sept:478
Oct:109
Nov:586
Dec:324
Tax Return Preparation Guasti Statistics 2008
Feb:176
Mar:349
Apr:446
May:752
June:527
July:326
Aug:946
Sept:152
Oct:436
Nov:569
Dec:775