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 Puente Statistics 2018
Feb:231
Mar:578
Apr:720
May:40
June:663
July:369
Aug:186
Sept:742
Oct:215
Nov:550
Dec:905
Tax Return Preparation La Puente Statistics 2017
Feb:108
Mar:772
Apr:478
May:195
June:52
July:12
Aug:195
Sept:218
Oct:295
Nov:713
Dec:970
Tax Return Preparation La Puente Statistics 2016
Feb:714
Mar:479
Apr:286
May:20
June:132
July:707
Aug:469
Sept:363
Oct:285
Nov:189
Dec:404
Tax Return Preparation La Puente Statistics 2015
Feb:558
Mar:590
Apr:690
May:774
June:140
July:595
Aug:0
Sept:248
Oct:366
Nov:479
Dec:444
Tax Return Preparation La Puente Statistics 2014
Feb:492
Mar:639
Apr:637
May:788
June:352
July:607
Aug:851
Sept:65
Oct:85
Nov:136
Dec:85
Tax Return Preparation La Puente Statistics 2013
Feb:844
Mar:555
Apr:581
May:128
June:744
July:985
Aug:76
Sept:301
Oct:575
Nov:767
Dec:75
Tax Return Preparation La Puente Statistics 2012
Feb:361
Mar:76
Apr:964
May:727
June:555
July:407
Aug:145
Sept:47
Oct:46
Nov:783
Dec:835
Tax Return Preparation La Puente Statistics 2011
Feb:389
Mar:686
Apr:464
May:474
June:822
July:549
Aug:692
Sept:666
Oct:104
Nov:273
Dec:795
Tax Return Preparation La Puente Statistics 2010
Feb:258
Mar:871
Apr:149
May:833
June:637
July:224
Aug:547
Sept:999
Oct:300
Nov:511
Dec:726
Tax Return Preparation La Puente Statistics 2009
Feb:918
Mar:871
Apr:903
May:964
June:654
July:738
Aug:362
Sept:42
Oct:424
Nov:826
Dec:517
Tax Return Preparation La Puente Statistics 2008
Feb:375
Mar:209
Apr:912
May:479
June:482
July:706
Aug:326
Sept:740
Oct:577
Nov:476
Dec:573