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 Pomona Statistics 2018
Feb:611
Mar:20
Apr:795
May:209
June:52
July:473
Aug:132
Sept:699
Oct:591
Nov:845
Dec:135
Tax Return Preparation Pomona Statistics 2017
Feb:765
Mar:418
Apr:145
May:723
June:274
July:610
Aug:368
Sept:1000
Oct:898
Nov:66
Dec:589
Tax Return Preparation Pomona Statistics 2016
Feb:45
Mar:101
Apr:828
May:279
June:108
July:960
Aug:25
Sept:719
Oct:981
Nov:820
Dec:929
Tax Return Preparation Pomona Statistics 2015
Feb:293
Mar:61
Apr:733
May:884
June:906
July:868
Aug:492
Sept:671
Oct:285
Nov:638
Dec:393
Tax Return Preparation Pomona Statistics 2014
Feb:247
Mar:761
Apr:559
May:145
June:827
July:148
Aug:259
Sept:873
Oct:249
Nov:87
Dec:152
Tax Return Preparation Pomona Statistics 2013
Feb:47
Mar:177
Apr:76
May:28
June:998
July:5
Aug:61
Sept:290
Oct:66
Nov:794
Dec:174
Tax Return Preparation Pomona Statistics 2012
Feb:661
Mar:667
Apr:643
May:946
June:304
July:36
Aug:506
Sept:552
Oct:798
Nov:64
Dec:698
Tax Return Preparation Pomona Statistics 2011
Feb:213
Mar:958
Apr:498
May:463
June:44
July:650
Aug:821
Sept:91
Oct:827
Nov:897
Dec:119
Tax Return Preparation Pomona Statistics 2010
Feb:903
Mar:181
Apr:115
May:969
June:975
July:289
Aug:942
Sept:636
Oct:957
Nov:585
Dec:582
Tax Return Preparation Pomona Statistics 2009
Feb:622
Mar:87
Apr:813
May:419
June:152
July:511
Aug:43
Sept:365
Oct:468
Nov:541
Dec:828
Tax Return Preparation Pomona Statistics 2008
Feb:191
Mar:648
Apr:604
May:17
June:545
July:724
Aug:842
Sept:447
Oct:905
Nov:957
Dec:416