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 Lakewood Statistics 2018
Feb:20
Mar:605
Apr:92
May:219
June:223
July:410
Aug:337
Sept:737
Oct:824
Nov:665
Dec:396
Tax Return Preparation Lakewood Statistics 2017
Feb:718
Mar:742
Apr:227
May:594
June:765
July:109
Aug:533
Sept:496
Oct:10
Nov:683
Dec:790
Tax Return Preparation Lakewood Statistics 2016
Feb:674
Mar:790
Apr:512
May:925
June:731
July:676
Aug:111
Sept:751
Oct:280
Nov:204
Dec:971
Tax Return Preparation Lakewood Statistics 2015
Feb:615
Mar:307
Apr:240
May:438
June:973
July:636
Aug:448
Sept:691
Oct:378
Nov:675
Dec:285
Tax Return Preparation Lakewood Statistics 2014
Feb:785
Mar:818
Apr:639
May:796
June:501
July:429
Aug:978
Sept:174
Oct:218
Nov:489
Dec:99
Tax Return Preparation Lakewood Statistics 2013
Feb:165
Mar:211
Apr:701
May:445
June:415
July:671
Aug:949
Sept:29
Oct:979
Nov:188
Dec:468
Tax Return Preparation Lakewood Statistics 2012
Feb:825
Mar:916
Apr:642
May:203
June:591
July:927
Aug:346
Sept:376
Oct:745
Nov:986
Dec:172
Tax Return Preparation Lakewood Statistics 2011
Feb:414
Mar:149
Apr:420
May:633
June:639
July:519
Aug:583
Sept:804
Oct:730
Nov:283
Dec:248
Tax Return Preparation Lakewood Statistics 2010
Feb:955
Mar:196
Apr:173
May:934
June:385
July:642
Aug:885
Sept:210
Oct:557
Nov:527
Dec:413
Tax Return Preparation Lakewood Statistics 2009
Feb:454
Mar:760
Apr:524
May:198
June:745
July:696
Aug:444
Sept:159
Oct:845
Nov:864
Dec:792
Tax Return Preparation Lakewood Statistics 2008
Feb:383
Mar:374
Apr:286
May:112
June:658
July:535
Aug:256
Sept:612
Oct:732
Nov:430
Dec:545