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 Orange Statistics 2018
Feb:450
Mar:579
Apr:225
May:676
June:125
July:747
Aug:916
Sept:874
Oct:512
Nov:189
Dec:394
Tax Return Preparation Orange Statistics 2017
Feb:82
Mar:182
Apr:999
May:278
June:509
July:795
Aug:113
Sept:250
Oct:401
Nov:982
Dec:539
Tax Return Preparation Orange Statistics 2016
Feb:295
Mar:915
Apr:451
May:712
June:764
July:581
Aug:185
Sept:214
Oct:159
Nov:411
Dec:890
Tax Return Preparation Orange Statistics 2015
Feb:158
Mar:805
Apr:157
May:671
June:994
July:552
Aug:208
Sept:75
Oct:734
Nov:207
Dec:354
Tax Return Preparation Orange Statistics 2014
Feb:1
Mar:467
Apr:494
May:402
June:449
July:33
Aug:853
Sept:744
Oct:949
Nov:303
Dec:456
Tax Return Preparation Orange Statistics 2013
Feb:884
Mar:642
Apr:927
May:42
June:53
July:816
Aug:327
Sept:211
Oct:620
Nov:485
Dec:882
Tax Return Preparation Orange Statistics 2012
Feb:37
Mar:90
Apr:690
May:772
June:297
July:43
Aug:15
Sept:299
Oct:511
Nov:509
Dec:701
Tax Return Preparation Orange Statistics 2011
Feb:542
Mar:553
Apr:704
May:491
June:857
July:159
Aug:203
Sept:741
Oct:802
Nov:129
Dec:784
Tax Return Preparation Orange Statistics 2010
Feb:945
Mar:111
Apr:66
May:565
June:597
July:949
Aug:179
Sept:634
Oct:39
Nov:869
Dec:405
Tax Return Preparation Orange Statistics 2009
Feb:913
Mar:421
Apr:636
May:423
June:930
July:337
Aug:382
Sept:472
Oct:891
Nov:86
Dec:963
Tax Return Preparation Orange Statistics 2008
Feb:246
Mar:165
Apr:488
May:47
June:295
July:272
Aug:903
Sept:239
Oct:383
Nov:970
Dec:805