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 Park Statistics 2018
Feb:326
Mar:445
Apr:539
May:847
June:315
July:254
Aug:268
Sept:513
Oct:695
Nov:736
Dec:730
Tax Return Preparation Huntington Park Statistics 2017
Feb:291
Mar:129
Apr:810
May:110
June:809
July:291
Aug:859
Sept:461
Oct:602
Nov:348
Dec:155
Tax Return Preparation Huntington Park Statistics 2016
Feb:509
Mar:941
Apr:658
May:724
June:942
July:664
Aug:498
Sept:268
Oct:108
Nov:37
Dec:114
Tax Return Preparation Huntington Park Statistics 2015
Feb:291
Mar:382
Apr:937
May:987
June:118
July:666
Aug:876
Sept:409
Oct:796
Nov:685
Dec:519
Tax Return Preparation Huntington Park Statistics 2014
Feb:977
Mar:377
Apr:66
May:578
June:726
July:221
Aug:546
Sept:235
Oct:162
Nov:204
Dec:959
Tax Return Preparation Huntington Park Statistics 2013
Feb:868
Mar:457
Apr:371
May:977
June:494
July:486
Aug:400
Sept:786
Oct:868
Nov:336
Dec:772
Tax Return Preparation Huntington Park Statistics 2012
Feb:2
Mar:648
Apr:395
May:798
June:333
July:914
Aug:403
Sept:309
Oct:291
Nov:469
Dec:887
Tax Return Preparation Huntington Park Statistics 2011
Feb:690
Mar:433
Apr:251
May:853
June:637
July:210
Aug:957
Sept:504
Oct:667
Nov:328
Dec:480
Tax Return Preparation Huntington Park Statistics 2010
Feb:814
Mar:880
Apr:948
May:681
June:215
July:720
Aug:667
Sept:218
Oct:367
Nov:61
Dec:16
Tax Return Preparation Huntington Park Statistics 2009
Feb:976
Mar:419
Apr:9
May:266
June:888
July:896
Aug:283
Sept:578
Oct:328
Nov:534
Dec:431
Tax Return Preparation Huntington Park Statistics 2008
Feb:744
Mar:387
Apr:469
May:411
June:715
July:950
Aug:573
Sept:529
Oct:829
Nov:520
Dec:210