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 Lake Elsinore Statistics 2018
Feb:76
Mar:61
Apr:154
May:70
June:458
July:563
Aug:687
Sept:545
Oct:390
Nov:259
Dec:478
Tax Return Preparation Lake Elsinore Statistics 2017
Feb:826
Mar:793
Apr:499
May:342
June:251
July:974
Aug:243
Sept:128
Oct:783
Nov:671
Dec:375
Tax Return Preparation Lake Elsinore Statistics 2016
Feb:280
Mar:488
Apr:914
May:925
June:490
July:938
Aug:748
Sept:566
Oct:999
Nov:903
Dec:636
Tax Return Preparation Lake Elsinore Statistics 2015
Feb:466
Mar:323
Apr:1
May:856
June:582
July:479
Aug:679
Sept:408
Oct:272
Nov:177
Dec:750
Tax Return Preparation Lake Elsinore Statistics 2014
Feb:151
Mar:993
Apr:652
May:935
June:663
July:26
Aug:895
Sept:944
Oct:515
Nov:809
Dec:868
Tax Return Preparation Lake Elsinore Statistics 2013
Feb:746
Mar:616
Apr:571
May:745
June:518
July:206
Aug:200
Sept:984
Oct:529
Nov:201
Dec:840
Tax Return Preparation Lake Elsinore Statistics 2012
Feb:681
Mar:518
Apr:519
May:953
June:696
July:268
Aug:476
Sept:847
Oct:261
Nov:127
Dec:782
Tax Return Preparation Lake Elsinore Statistics 2011
Feb:154
Mar:677
Apr:868
May:670
June:485
July:735
Aug:674
Sept:231
Oct:351
Nov:245
Dec:976
Tax Return Preparation Lake Elsinore Statistics 2010
Feb:451
Mar:175
Apr:852
May:981
June:377
July:692
Aug:91
Sept:57
Oct:209
Nov:611
Dec:9
Tax Return Preparation Lake Elsinore Statistics 2009
Feb:880
Mar:486
Apr:752
May:140
June:613
July:533
Aug:64
Sept:767
Oct:209
Nov:933
Dec:436
Tax Return Preparation Lake Elsinore Statistics 2008
Feb:668
Mar:110
Apr:926
May:18
June:355
July:901
Aug:887
Sept:807
Oct:76
Nov:739
Dec:788