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 La Mirada Statistics 2018
Feb:574
Mar:843
Apr:375
May:544
June:633
July:201
Aug:623
Sept:104
Oct:232
Nov:62
Dec:440
Tax Return Preparation La Mirada Statistics 2017
Feb:487
Mar:54
Apr:342
May:289
June:375
July:762
Aug:2
Sept:938
Oct:895
Nov:697
Dec:220
Tax Return Preparation La Mirada Statistics 2016
Feb:590
Mar:224
Apr:816
May:831
June:970
July:75
Aug:948
Sept:544
Oct:918
Nov:322
Dec:87
Tax Return Preparation La Mirada Statistics 2015
Feb:524
Mar:710
Apr:655
May:756
June:773
July:94
Aug:755
Sept:259
Oct:148
Nov:97
Dec:548
Tax Return Preparation La Mirada Statistics 2014
Feb:860
Mar:550
Apr:462
May:755
June:247
July:683
Aug:752
Sept:838
Oct:907
Nov:567
Dec:668
Tax Return Preparation La Mirada Statistics 2013
Feb:643
Mar:616
Apr:420
May:560
June:938
July:507
Aug:110
Sept:461
Oct:217
Nov:765
Dec:217
Tax Return Preparation La Mirada Statistics 2012
Feb:860
Mar:973
Apr:248
May:8
June:69
July:797
Aug:532
Sept:930
Oct:347
Nov:995
Dec:684
Tax Return Preparation La Mirada Statistics 2011
Feb:677
Mar:435
Apr:432
May:583
June:2
July:100
Aug:459
Sept:645
Oct:716
Nov:879
Dec:204
Tax Return Preparation La Mirada Statistics 2010
Feb:386
Mar:315
Apr:115
May:603
June:80
July:332
Aug:593
Sept:940
Oct:305
Nov:842
Dec:948
Tax Return Preparation La Mirada Statistics 2009
Feb:639
Mar:480
Apr:304
May:986
June:474
July:988
Aug:580
Sept:150
Oct:423
Nov:12
Dec:734
Tax Return Preparation La Mirada Statistics 2008
Feb:113
Mar:193
Apr:70
May:829
June:72
July:274
Aug:483
Sept:458
Oct:590
Nov:598
Dec:61