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 Paramount Statistics 2018
Feb:422
Mar:527
Apr:310
May:475
June:329
July:161
Aug:768
Sept:522
Oct:501
Nov:70
Dec:259
Tax Return Preparation Paramount Statistics 2017
Feb:512
Mar:306
Apr:520
May:598
June:0
July:632
Aug:818
Sept:627
Oct:216
Nov:109
Dec:634
Tax Return Preparation Paramount Statistics 2016
Feb:879
Mar:519
Apr:338
May:880
June:810
July:395
Aug:31
Sept:232
Oct:922
Nov:341
Dec:708
Tax Return Preparation Paramount Statistics 2015
Feb:503
Mar:475
Apr:773
May:3
June:545
July:32
Aug:579
Sept:56
Oct:338
Nov:98
Dec:655
Tax Return Preparation Paramount Statistics 2014
Feb:731
Mar:473
Apr:966
May:947
June:582
July:600
Aug:447
Sept:461
Oct:118
Nov:786
Dec:340
Tax Return Preparation Paramount Statistics 2013
Feb:180
Mar:371
Apr:160
May:101
June:713
July:868
Aug:351
Sept:215
Oct:343
Nov:123
Dec:219
Tax Return Preparation Paramount Statistics 2012
Feb:156
Mar:799
Apr:945
May:494
June:897
July:600
Aug:833
Sept:628
Oct:73
Nov:799
Dec:575
Tax Return Preparation Paramount Statistics 2011
Feb:398
Mar:21
Apr:116
May:516
June:807
July:456
Aug:444
Sept:987
Oct:828
Nov:604
Dec:88
Tax Return Preparation Paramount Statistics 2010
Feb:472
Mar:440
Apr:757
May:815
June:564
July:977
Aug:703
Sept:720
Oct:775
Nov:648
Dec:213
Tax Return Preparation Paramount Statistics 2009
Feb:248
Mar:46
Apr:299
May:321
June:845
July:875
Aug:977
Sept:243
Oct:896
Nov:92
Dec:760
Tax Return Preparation Paramount Statistics 2008
Feb:549
Mar:203
Apr:690
May:376
June:808
July:778
Aug:918
Sept:280
Oct:218
Nov:674
Dec:94