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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Tax Return Preparation Laguna Niguel Statistics 2018
Feb:842
Mar:44
Apr:242
May:119
June:61
July:892
Aug:186
Sept:158
Oct:151
Nov:656
Dec:201
Tax Return Preparation Laguna Niguel Statistics 2017
Feb:729
Mar:500
Apr:357
May:661
June:408
July:122
Aug:59
Sept:989
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Tax Return Preparation Laguna Niguel Statistics 2016
Feb:234
Mar:352
Apr:112
May:67
June:298
July:322
Aug:985
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Tax Return Preparation Laguna Niguel Statistics 2015
Feb:118
Mar:445
Apr:587
May:269
June:101
July:788
Aug:835
Sept:831
Oct:288
Nov:191
Dec:491
Tax Return Preparation Laguna Niguel Statistics 2014
Feb:314
Mar:551
Apr:685
May:136
June:782
July:150
Aug:291
Sept:15
Oct:502
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Dec:82
Tax Return Preparation Laguna Niguel Statistics 2013
Feb:726
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Tax Return Preparation Laguna Niguel Statistics 2012
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Tax Return Preparation Laguna Niguel Statistics 2010
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Mar:191
Apr:274
May:802
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July:958
Aug:547
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Oct:474
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Tax Return Preparation Laguna Niguel Statistics 2009
Feb:190
Mar:260
Apr:204
May:808
June:826
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Sept:542
Oct:811
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Tax Return Preparation Laguna Niguel Statistics 2008
Feb:122
Mar:780
Apr:239
May:689
June:739
July:910
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Sept:897
Oct:100
Nov:824
Dec:698