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 Santa Ana Statistics 2018
Feb:699
Mar:718
Apr:892
May:121
June:561
July:824
Aug:596
Sept:585
Oct:29
Nov:197
Dec:199
Tax Return Preparation Santa Ana Statistics 2017
Feb:790
Mar:360
Apr:772
May:59
June:883
July:672
Aug:799
Sept:669
Oct:286
Nov:539
Dec:816
Tax Return Preparation Santa Ana Statistics 2016
Feb:61
Mar:816
Apr:982
May:541
June:707
July:187
Aug:528
Sept:405
Oct:906
Nov:420
Dec:527
Tax Return Preparation Santa Ana Statistics 2015
Feb:244
Mar:122
Apr:51
May:273
June:320
July:250
Aug:495
Sept:110
Oct:611
Nov:267
Dec:169
Tax Return Preparation Santa Ana Statistics 2014
Feb:939
Mar:969
Apr:162
May:225
June:507
July:979
Aug:478
Sept:568
Oct:795
Nov:459
Dec:108
Tax Return Preparation Santa Ana Statistics 2013
Feb:647
Mar:637
Apr:907
May:553
June:57
July:433
Aug:19
Sept:301
Oct:556
Nov:71
Dec:575
Tax Return Preparation Santa Ana Statistics 2012
Feb:322
Mar:70
Apr:986
May:933
June:337
July:155
Aug:426
Sept:276
Oct:123
Nov:589
Dec:501
Tax Return Preparation Santa Ana Statistics 2011
Feb:567
Mar:980
Apr:198
May:361
June:439
July:307
Aug:863
Sept:85
Oct:945
Nov:769
Dec:639
Tax Return Preparation Santa Ana Statistics 2010
Feb:202
Mar:658
Apr:303
May:758
June:729
July:879
Aug:633
Sept:50
Oct:949
Nov:618
Dec:984
Tax Return Preparation Santa Ana Statistics 2009
Feb:774
Mar:409
Apr:562
May:897
June:998
July:63
Aug:527
Sept:565
Oct:42
Nov:726
Dec:926
Tax Return Preparation Santa Ana Statistics 2008
Feb:32
Mar:789
Apr:567
May:978
June:557
July:205
Aug:980
Sept:760
Oct:863
Nov:282
Dec:517