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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Tax Return Preparation Palos Verdes Peninsula Statistics 2018
Feb:927
Mar:614
Apr:48
May:840
June:566
July:86
Aug:102
Sept:838
Oct:384
Nov:782
Dec:770
Tax Return Preparation Palos Verdes Peninsula Statistics 2017
Feb:856
Mar:770
Apr:761
May:587
June:219
July:55
Aug:948
Sept:914
Oct:170
Nov:744
Dec:667
Tax Return Preparation Palos Verdes Peninsula Statistics 2016
Feb:553
Mar:521
Apr:69
May:980
June:277
July:789
Aug:439
Sept:203
Oct:403
Nov:488
Dec:43
Tax Return Preparation Palos Verdes Peninsula Statistics 2015
Feb:574
Mar:145
Apr:806
May:958
June:928
July:576
Aug:924
Sept:784
Oct:346
Nov:684
Dec:370
Tax Return Preparation Palos Verdes Peninsula Statistics 2014
Feb:740
Mar:318
Apr:479
May:911
June:62
July:145
Aug:81
Sept:615
Oct:667
Nov:151
Dec:595
Tax Return Preparation Palos Verdes Peninsula Statistics 2013
Feb:941
Mar:34
Apr:147
May:343
June:522
July:190
Aug:312
Sept:95
Oct:336
Nov:118
Dec:53
Tax Return Preparation Palos Verdes Peninsula Statistics 2012
Feb:695
Mar:977
Apr:47
May:40
June:661
July:417
Aug:607
Sept:400
Oct:736
Nov:85
Dec:311
Tax Return Preparation Palos Verdes Peninsula Statistics 2011
Feb:231
Mar:393
Apr:413
May:898
June:544
July:7
Aug:842
Sept:485
Oct:41
Nov:989
Dec:829
Tax Return Preparation Palos Verdes Peninsula Statistics 2010
Feb:178
Mar:140
Apr:660
May:515
June:259
July:713
Aug:778
Sept:954
Oct:690
Nov:826
Dec:995
Tax Return Preparation Palos Verdes Peninsula Statistics 2009
Feb:242
Mar:601
Apr:751
May:979
June:686
July:61
Aug:776
Sept:918
Oct:454
Nov:189
Dec:816
Tax Return Preparation Palos Verdes Peninsula Statistics 2008
Feb:196
Mar:657
Apr:484
May:238
June:646
July:312
Aug:803
Sept:825
Oct:453
Nov:462
Dec:339