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 Rancho Palos Verdes Statistics 2018
Feb:221
Mar:322
Apr:366
May:43
June:429
July:551
Aug:1000
Sept:944
Oct:147
Nov:466
Dec:527
Tax Return Preparation Rancho Palos Verdes Statistics 2017
Feb:62
Mar:120
Apr:435
May:636
June:804
July:736
Aug:675
Sept:192
Oct:457
Nov:530
Dec:9
Tax Return Preparation Rancho Palos Verdes Statistics 2016
Feb:358
Mar:281
Apr:158
May:546
June:281
July:312
Aug:288
Sept:503
Oct:634
Nov:654
Dec:546
Tax Return Preparation Rancho Palos Verdes Statistics 2015
Feb:205
Mar:546
Apr:6
May:352
June:12
July:533
Aug:794
Sept:74
Oct:654
Nov:229
Dec:710
Tax Return Preparation Rancho Palos Verdes Statistics 2014
Feb:965
Mar:384
Apr:650
May:422
June:914
July:659
Aug:885
Sept:272
Oct:940
Nov:43
Dec:819
Tax Return Preparation Rancho Palos Verdes Statistics 2013
Feb:355
Mar:106
Apr:724
May:990
June:761
July:270
Aug:52
Sept:966
Oct:816
Nov:58
Dec:318
Tax Return Preparation Rancho Palos Verdes Statistics 2012
Feb:592
Mar:111
Apr:903
May:245
June:341
July:612
Aug:703
Sept:306
Oct:997
Nov:352
Dec:728
Tax Return Preparation Rancho Palos Verdes Statistics 2011
Feb:11
Mar:612
Apr:183
May:951
June:655
July:1
Aug:172
Sept:10
Oct:108
Nov:896
Dec:1000
Tax Return Preparation Rancho Palos Verdes Statistics 2010
Feb:166
Mar:51
Apr:835
May:982
June:110
July:152
Aug:810
Sept:703
Oct:263
Nov:712
Dec:949
Tax Return Preparation Rancho Palos Verdes Statistics 2009
Feb:324
Mar:652
Apr:911
May:321
June:3
July:638
Aug:232
Sept:15
Oct:250
Nov:415
Dec:967
Tax Return Preparation Rancho Palos Verdes Statistics 2008
Feb:417
Mar:138
Apr:916
May:525
June:33
July:915
Aug:394
Sept:199
Oct:967
Nov:228
Dec:181