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 Newport Coast Statistics 2018
Feb:189
Mar:999
Apr:759
May:428
June:178
July:806
Aug:117
Sept:284
Oct:328
Nov:584
Dec:431
Tax Return Preparation Newport Coast Statistics 2017
Feb:114
Mar:80
Apr:69
May:858
June:890
July:221
Aug:549
Sept:283
Oct:727
Nov:172
Dec:764
Tax Return Preparation Newport Coast Statistics 2016
Feb:522
Mar:831
Apr:595
May:704
June:843
July:626
Aug:338
Sept:32
Oct:624
Nov:96
Dec:460
Tax Return Preparation Newport Coast Statistics 2015
Feb:903
Mar:577
Apr:87
May:231
June:161
July:518
Aug:739
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Dec:133
Tax Return Preparation Newport Coast Statistics 2014
Feb:29
Mar:682
Apr:772
May:756
June:854
July:536
Aug:150
Sept:376
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Nov:746
Dec:79
Tax Return Preparation Newport Coast Statistics 2013
Feb:372
Mar:418
Apr:240
May:996
June:515
July:701
Aug:799
Sept:418
Oct:278
Nov:886
Dec:649
Tax Return Preparation Newport Coast Statistics 2012
Feb:404
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May:2
June:195
July:848
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Sept:224
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Dec:981
Tax Return Preparation Newport Coast Statistics 2011
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Mar:130
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Tax Return Preparation Newport Coast Statistics 2010
Feb:315
Mar:42
Apr:190
May:594
June:929
July:840
Aug:32
Sept:333
Oct:227
Nov:748
Dec:336
Tax Return Preparation Newport Coast Statistics 2009
Feb:595
Mar:827
Apr:646
May:125
June:90
July:626
Aug:509
Sept:889
Oct:757
Nov:269
Dec:54
Tax Return Preparation Newport Coast Statistics 2008
Feb:109
Mar:428
Apr:882
May:367
June:42
July:126
Aug:140
Sept:358
Oct:168
Nov:331
Dec:952