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 Montebello Statistics 2018
Feb:489
Mar:294
Apr:185
May:506
June:854
July:689
Aug:219
Sept:517
Oct:728
Nov:733
Dec:908
Tax Return Preparation Montebello Statistics 2017
Feb:760
Mar:704
Apr:876
May:687
June:723
July:139
Aug:931
Sept:861
Oct:983
Nov:237
Dec:803
Tax Return Preparation Montebello Statistics 2016
Feb:527
Mar:608
Apr:444
May:824
June:610
July:546
Aug:276
Sept:98
Oct:840
Nov:461
Dec:605
Tax Return Preparation Montebello Statistics 2015
Feb:150
Mar:825
Apr:210
May:878
June:557
July:118
Aug:401
Sept:316
Oct:822
Nov:277
Dec:2
Tax Return Preparation Montebello Statistics 2014
Feb:416
Mar:934
Apr:405
May:398
June:170
July:207
Aug:656
Sept:698
Oct:816
Nov:100
Dec:522
Tax Return Preparation Montebello Statistics 2013
Feb:647
Mar:799
Apr:524
May:487
June:260
July:129
Aug:180
Sept:410
Oct:954
Nov:391
Dec:288
Tax Return Preparation Montebello Statistics 2012
Feb:509
Mar:689
Apr:826
May:330
June:966
July:829
Aug:874
Sept:382
Oct:762
Nov:278
Dec:780
Tax Return Preparation Montebello Statistics 2011
Feb:486
Mar:436
Apr:630
May:302
June:537
July:152
Aug:728
Sept:183
Oct:952
Nov:252
Dec:670
Tax Return Preparation Montebello Statistics 2010
Feb:381
Mar:850
Apr:622
May:334
June:240
July:910
Aug:845
Sept:750
Oct:599
Nov:670
Dec:79
Tax Return Preparation Montebello Statistics 2009
Feb:499
Mar:954
Apr:947
May:260
June:231
July:726
Aug:192
Sept:718
Oct:162
Nov:823
Dec:19
Tax Return Preparation Montebello Statistics 2008
Feb:976
Mar:748
Apr:883
May:927
June:1000
July:552
Aug:138
Sept:380
Oct:402
Nov:760
Dec:715