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 San Gabriel Statistics 2018
Feb:717
Mar:785
Apr:345
May:124
June:654
July:755
Aug:666
Sept:897
Oct:925
Nov:646
Dec:504
Tax Return Preparation San Gabriel Statistics 2017
Feb:1000
Mar:772
Apr:42
May:890
June:961
July:121
Aug:563
Sept:165
Oct:884
Nov:112
Dec:626
Tax Return Preparation San Gabriel Statistics 2016
Feb:278
Mar:366
Apr:38
May:949
June:1
July:156
Aug:311
Sept:718
Oct:941
Nov:657
Dec:842
Tax Return Preparation San Gabriel Statistics 2015
Feb:411
Mar:507
Apr:491
May:335
June:153
July:996
Aug:89
Sept:152
Oct:767
Nov:132
Dec:42
Tax Return Preparation San Gabriel Statistics 2014
Feb:254
Mar:606
Apr:892
May:137
June:718
July:518
Aug:174
Sept:997
Oct:885
Nov:213
Dec:945
Tax Return Preparation San Gabriel Statistics 2013
Feb:369
Mar:256
Apr:604
May:310
June:913
July:445
Aug:905
Sept:323
Oct:953
Nov:395
Dec:659
Tax Return Preparation San Gabriel Statistics 2012
Feb:391
Mar:749
Apr:258
May:157
June:882
July:300
Aug:885
Sept:135
Oct:906
Nov:777
Dec:272
Tax Return Preparation San Gabriel Statistics 2011
Feb:295
Mar:447
Apr:620
May:179
June:661
July:565
Aug:65
Sept:29
Oct:821
Nov:669
Dec:340
Tax Return Preparation San Gabriel Statistics 2010
Feb:114
Mar:244
Apr:57
May:66
June:640
July:717
Aug:172
Sept:30
Oct:465
Nov:430
Dec:188
Tax Return Preparation San Gabriel Statistics 2009
Feb:731
Mar:72
Apr:482
May:636
June:849
July:754
Aug:259
Sept:144
Oct:200
Nov:880
Dec:323
Tax Return Preparation San Gabriel Statistics 2008
Feb:444
Mar:389
Apr:891
May:265
June:57
July:231
Aug:1000
Sept:171
Oct:475
Nov:56
Dec:238