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 Huntington Beach Statistics 2018
Feb:873
Mar:11
Apr:460
May:788
June:2
July:319
Aug:925
Sept:801
Oct:5
Nov:159
Dec:515
Tax Return Preparation Huntington Beach Statistics 2017
Feb:688
Mar:284
Apr:171
May:476
June:891
July:383
Aug:67
Sept:91
Oct:468
Nov:743
Dec:978
Tax Return Preparation Huntington Beach Statistics 2016
Feb:745
Mar:785
Apr:389
May:143
June:477
July:857
Aug:121
Sept:350
Oct:868
Nov:582
Dec:137
Tax Return Preparation Huntington Beach Statistics 2015
Feb:901
Mar:62
Apr:672
May:907
June:222
July:187
Aug:406
Sept:911
Oct:471
Nov:577
Dec:386
Tax Return Preparation Huntington Beach Statistics 2014
Feb:960
Mar:453
Apr:454
May:428
June:196
July:431
Aug:883
Sept:941
Oct:215
Nov:272
Dec:84
Tax Return Preparation Huntington Beach Statistics 2013
Feb:128
Mar:205
Apr:42
May:997
June:788
July:180
Aug:868
Sept:688
Oct:243
Nov:540
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Tax Return Preparation Huntington Beach Statistics 2012
Feb:727
Mar:0
Apr:376
May:197
June:577
July:762
Aug:560
Sept:537
Oct:215
Nov:13
Dec:965
Tax Return Preparation Huntington Beach Statistics 2011
Feb:444
Mar:848
Apr:352
May:660
June:119
July:436
Aug:353
Sept:248
Oct:642
Nov:396
Dec:245
Tax Return Preparation Huntington Beach Statistics 2010
Feb:576
Mar:112
Apr:117
May:820
June:652
July:712
Aug:285
Sept:378
Oct:712
Nov:661
Dec:576
Tax Return Preparation Huntington Beach Statistics 2009
Feb:423
Mar:135
Apr:826
May:638
June:148
July:791
Aug:49
Sept:593
Oct:638
Nov:402
Dec:253
Tax Return Preparation Huntington Beach Statistics 2008
Feb:839
Mar:606
Apr:5
May:481
June:1
July:250
Aug:911
Sept:578
Oct:363
Nov:28
Dec:397