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 South Gate Statistics 2018
Feb:335
Mar:585
Apr:662
May:943
June:605
July:505
Aug:998
Sept:394
Oct:456
Nov:262
Dec:587
Tax Return Preparation South Gate Statistics 2017
Feb:208
Mar:726
Apr:612
May:726
June:148
July:638
Aug:697
Sept:993
Oct:473
Nov:303
Dec:362
Tax Return Preparation South Gate Statistics 2016
Feb:358
Mar:159
Apr:622
May:1000
June:160
July:682
Aug:602
Sept:495
Oct:266
Nov:263
Dec:437
Tax Return Preparation South Gate Statistics 2015
Feb:768
Mar:434
Apr:265
May:224
June:696
July:852
Aug:833
Sept:905
Oct:577
Nov:444
Dec:631
Tax Return Preparation South Gate Statistics 2014
Feb:82
Mar:327
Apr:718
May:555
June:630
July:79
Aug:164
Sept:989
Oct:239
Nov:787
Dec:988
Tax Return Preparation South Gate Statistics 2013
Feb:468
Mar:590
Apr:894
May:735
June:853
July:331
Aug:605
Sept:621
Oct:765
Nov:871
Dec:845
Tax Return Preparation South Gate Statistics 2012
Feb:722
Mar:678
Apr:365
May:299
June:122
July:996
Aug:24
Sept:204
Oct:323
Nov:743
Dec:759
Tax Return Preparation South Gate Statistics 2011
Feb:822
Mar:924
Apr:942
May:61
June:711
July:930
Aug:460
Sept:178
Oct:519
Nov:354
Dec:914
Tax Return Preparation South Gate Statistics 2010
Feb:685
Mar:519
Apr:993
May:449
June:389
July:838
Aug:911
Sept:111
Oct:515
Nov:275
Dec:410
Tax Return Preparation South Gate Statistics 2009
Feb:271
Mar:435
Apr:841
May:594
June:177
July:600
Aug:547
Sept:999
Oct:524
Nov:488
Dec:59
Tax Return Preparation South Gate Statistics 2008
Feb:418
Mar:520
Apr:413
May:937
June:874
July:326
Aug:309
Sept:558
Oct:845
Nov:301
Dec:7