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 Pasadena Statistics 2018
Feb:495
Mar:811
Apr:576
May:379
June:96
July:171
Aug:679
Sept:760
Oct:292
Nov:317
Dec:169
Tax Return Preparation South Pasadena Statistics 2017
Feb:892
Mar:677
Apr:516
May:366
June:448
July:182
Aug:160
Sept:468
Oct:387
Nov:184
Dec:437
Tax Return Preparation South Pasadena Statistics 2016
Feb:803
Mar:438
Apr:376
May:689
June:23
July:694
Aug:617
Sept:518
Oct:505
Nov:192
Dec:898
Tax Return Preparation South Pasadena Statistics 2015
Feb:363
Mar:577
Apr:362
May:656
June:895
July:531
Aug:666
Sept:786
Oct:207
Nov:181
Dec:151
Tax Return Preparation South Pasadena Statistics 2014
Feb:364
Mar:312
Apr:123
May:752
June:496
July:560
Aug:333
Sept:299
Oct:999
Nov:709
Dec:989
Tax Return Preparation South Pasadena Statistics 2013
Feb:403
Mar:605
Apr:540
May:908
June:798
July:437
Aug:510
Sept:160
Oct:14
Nov:872
Dec:816
Tax Return Preparation South Pasadena Statistics 2012
Feb:402
Mar:482
Apr:694
May:610
June:663
July:845
Aug:265
Sept:27
Oct:157
Nov:388
Dec:779
Tax Return Preparation South Pasadena Statistics 2011
Feb:948
Mar:111
Apr:953
May:946
June:821
July:942
Aug:968
Sept:223
Oct:547
Nov:508
Dec:131
Tax Return Preparation South Pasadena Statistics 2010
Feb:946
Mar:641
Apr:504
May:960
June:513
July:320
Aug:868
Sept:916
Oct:802
Nov:561
Dec:525
Tax Return Preparation South Pasadena Statistics 2009
Feb:406
Mar:790
Apr:492
May:563
June:177
July:271
Aug:216
Sept:125
Oct:382
Nov:169
Dec:71
Tax Return Preparation South Pasadena Statistics 2008
Feb:110
Mar:39
Apr:426
May:658
June:547
July:557
Aug:1
Sept:493
Oct:198
Nov:506
Dec:452