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 Long Beach Statistics 2018
Feb:837
Mar:986
Apr:900
May:707
June:147
July:888
Aug:364
Sept:484
Oct:312
Nov:980
Dec:845
Tax Return Preparation Long Beach Statistics 2017
Feb:830
Mar:627
Apr:167
May:806
June:388
July:607
Aug:622
Sept:199
Oct:403
Nov:304
Dec:604
Tax Return Preparation Long Beach Statistics 2016
Feb:634
Mar:19
Apr:911
May:721
June:20
July:75
Aug:549
Sept:857
Oct:60
Nov:448
Dec:564
Tax Return Preparation Long Beach Statistics 2015
Feb:336
Mar:929
Apr:692
May:648
June:909
July:537
Aug:119
Sept:738
Oct:163
Nov:287
Dec:544
Tax Return Preparation Long Beach Statistics 2014
Feb:894
Mar:165
Apr:751
May:297
June:469
July:355
Aug:554
Sept:103
Oct:374
Nov:465
Dec:824
Tax Return Preparation Long Beach Statistics 2013
Feb:541
Mar:373
Apr:252
May:601
June:821
July:817
Aug:809
Sept:157
Oct:745
Nov:501
Dec:805
Tax Return Preparation Long Beach Statistics 2012
Feb:37
Mar:925
Apr:391
May:201
June:211
July:936
Aug:752
Sept:105
Oct:101
Nov:503
Dec:402
Tax Return Preparation Long Beach Statistics 2011
Feb:859
Mar:957
Apr:674
May:232
June:422
July:498
Aug:628
Sept:963
Oct:871
Nov:881
Dec:564
Tax Return Preparation Long Beach Statistics 2010
Feb:697
Mar:373
Apr:849
May:442
June:874
July:654
Aug:95
Sept:911
Oct:579
Nov:487
Dec:111
Tax Return Preparation Long Beach Statistics 2009
Feb:423
Mar:864
Apr:896
May:524
June:367
July:298
Aug:94
Sept:225
Oct:255
Nov:768
Dec:458
Tax Return Preparation Long Beach Statistics 2008
Feb:266
Mar:86
Apr:640
May:136
June:967
July:204
Aug:829
Sept:663
Oct:577
Nov:678
Dec:105