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 Temple City Statistics 2018
Feb:493
Mar:779
Apr:900
May:525
June:986
July:488
Aug:707
Sept:316
Oct:767
Nov:825
Dec:962
Tax Return Preparation Temple City Statistics 2017
Feb:436
Mar:38
Apr:427
May:264
June:775
July:509
Aug:773
Sept:429
Oct:818
Nov:354
Dec:495
Tax Return Preparation Temple City Statistics 2016
Feb:352
Mar:361
Apr:681
May:68
June:353
July:14
Aug:962
Sept:846
Oct:793
Nov:862
Dec:371
Tax Return Preparation Temple City Statistics 2015
Feb:350
Mar:78
Apr:94
May:116
June:903
July:55
Aug:128
Sept:338
Oct:94
Nov:555
Dec:602
Tax Return Preparation Temple City Statistics 2014
Feb:64
Mar:375
Apr:298
May:882
June:729
July:794
Aug:701
Sept:80
Oct:155
Nov:381
Dec:149
Tax Return Preparation Temple City Statistics 2013
Feb:395
Mar:111
Apr:354
May:188
June:973
July:725
Aug:968
Sept:322
Oct:803
Nov:62
Dec:439
Tax Return Preparation Temple City Statistics 2012
Feb:117
Mar:567
Apr:43
May:211
June:122
July:646
Aug:81
Sept:186
Oct:20
Nov:379
Dec:68
Tax Return Preparation Temple City Statistics 2011
Feb:173
Mar:769
Apr:831
May:328
June:150
July:980
Aug:836
Sept:546
Oct:91
Nov:190
Dec:735
Tax Return Preparation Temple City Statistics 2010
Feb:915
Mar:702
Apr:386
May:718
June:764
July:825
Aug:424
Sept:882
Oct:391
Nov:467
Dec:93
Tax Return Preparation Temple City Statistics 2009
Feb:113
Mar:174
Apr:700
May:134
June:554
July:768
Aug:885
Sept:727
Oct:537
Nov:715
Dec:55
Tax Return Preparation Temple City Statistics 2008
Feb:695
Mar:892
Apr:233
May:786
June:81
July:968
Aug:849
Sept:996
Oct:669
Nov:234
Dec:714