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 Lawndale Statistics 2018
Feb:319
Mar:369
Apr:622
May:924
June:391
July:509
Aug:581
Sept:612
Oct:690
Nov:29
Dec:502
Tax Return Preparation Lawndale Statistics 2017
Feb:832
Mar:211
Apr:492
May:327
June:608
July:140
Aug:741
Sept:790
Oct:600
Nov:954
Dec:215
Tax Return Preparation Lawndale Statistics 2016
Feb:283
Mar:800
Apr:857
May:780
June:359
July:693
Aug:624
Sept:679
Oct:62
Nov:246
Dec:603
Tax Return Preparation Lawndale Statistics 2015
Feb:755
Mar:183
Apr:65
May:444
June:212
July:568
Aug:683
Sept:44
Oct:780
Nov:175
Dec:371
Tax Return Preparation Lawndale Statistics 2014
Feb:315
Mar:112
Apr:177
May:916
June:65
July:392
Aug:517
Sept:348
Oct:192
Nov:374
Dec:128
Tax Return Preparation Lawndale Statistics 2013
Feb:67
Mar:752
Apr:231
May:129
June:998
July:834
Aug:583
Sept:752
Oct:16
Nov:648
Dec:196
Tax Return Preparation Lawndale Statistics 2012
Feb:216
Mar:879
Apr:273
May:996
June:53
July:645
Aug:382
Sept:369
Oct:757
Nov:560
Dec:284
Tax Return Preparation Lawndale Statistics 2011
Feb:953
Mar:801
Apr:171
May:144
June:175
July:299
Aug:696
Sept:242
Oct:51
Nov:928
Dec:372
Tax Return Preparation Lawndale Statistics 2010
Feb:761
Mar:955
Apr:801
May:778
June:603
July:997
Aug:6
Sept:819
Oct:875
Nov:280
Dec:814
Tax Return Preparation Lawndale Statistics 2009
Feb:926
Mar:196
Apr:297
May:683
June:756
July:581
Aug:505
Sept:709
Oct:382
Nov:677
Dec:853
Tax Return Preparation Lawndale Statistics 2008
Feb:977
Mar:549
Apr:800
May:27
June:476
July:172
Aug:75
Sept:236
Oct:126
Nov:877
Dec:13