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 Rosemead Statistics 2018
Feb:672
Mar:449
Apr:449
May:536
June:460
July:385
Aug:651
Sept:747
Oct:912
Nov:243
Dec:625
Tax Return Preparation Rosemead Statistics 2017
Feb:296
Mar:249
Apr:864
May:994
June:679
July:374
Aug:295
Sept:15
Oct:310
Nov:80
Dec:641
Tax Return Preparation Rosemead Statistics 2016
Feb:81
Mar:127
Apr:262
May:801
June:597
July:721
Aug:704
Sept:269
Oct:169
Nov:153
Dec:805
Tax Return Preparation Rosemead Statistics 2015
Feb:538
Mar:455
Apr:377
May:449
June:699
July:1
Aug:320
Sept:996
Oct:251
Nov:184
Dec:989
Tax Return Preparation Rosemead Statistics 2014
Feb:559
Mar:283
Apr:945
May:870
June:364
July:586
Aug:931
Sept:446
Oct:713
Nov:192
Dec:247
Tax Return Preparation Rosemead Statistics 2013
Feb:914
Mar:951
Apr:579
May:83
June:104
July:384
Aug:713
Sept:643
Oct:840
Nov:89
Dec:92
Tax Return Preparation Rosemead Statistics 2012
Feb:91
Mar:413
Apr:533
May:342
June:598
July:522
Aug:271
Sept:157
Oct:806
Nov:216
Dec:26
Tax Return Preparation Rosemead Statistics 2011
Feb:803
Mar:958
Apr:616
May:515
June:150
July:863
Aug:826
Sept:63
Oct:814
Nov:405
Dec:146
Tax Return Preparation Rosemead Statistics 2010
Feb:789
Mar:859
Apr:562
May:629
June:949
July:655
Aug:167
Sept:39
Oct:67
Nov:701
Dec:381
Tax Return Preparation Rosemead Statistics 2009
Feb:222
Mar:653
Apr:823
May:27
June:870
July:850
Aug:197
Sept:672
Oct:808
Nov:814
Dec:187
Tax Return Preparation Rosemead Statistics 2008
Feb:677
Mar:12
Apr:21
May:490
June:418
July:167
Aug:409
Sept:206
Oct:26
Nov:971
Dec:836