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 Services Anaheim Statistics 2018
Feb:243
Mar:177
Apr:305
May:65
June:786
July:878
Aug:479
Sept:854
Oct:727
Nov:294
Dec:947
Tax Services Anaheim Statistics 2017
Feb:122
Mar:782
Apr:751
May:532
June:961
July:983
Aug:441
Sept:568
Oct:376
Nov:833
Dec:626
Tax Services Anaheim Statistics 2016
Feb:833
Mar:208
Apr:359
May:653
June:684
July:696
Aug:98
Sept:928
Oct:873
Nov:404
Dec:994
Tax Services Anaheim Statistics 2015
Feb:281
Mar:472
Apr:512
May:8
June:767
July:458
Aug:113
Sept:889
Oct:240
Nov:865
Dec:421
Tax Services Anaheim Statistics 2014
Feb:848
Mar:863
Apr:769
May:223
June:695
July:394
Aug:907
Sept:528
Oct:603
Nov:266
Dec:181
Tax Services Anaheim Statistics 2013
Feb:962
Mar:279
Apr:214
May:835
June:683
July:207
Aug:493
Sept:965
Oct:680
Nov:4
Dec:973
Tax Services Anaheim Statistics 2012
Feb:463
Mar:86
Apr:335
May:704
June:952
July:757
Aug:905
Sept:799
Oct:619
Nov:673
Dec:21
Tax Services Anaheim Statistics 2011
Feb:67
Mar:929
Apr:842
May:670
June:194
July:22
Aug:957
Sept:156
Oct:302
Nov:171
Dec:991
Tax Services Anaheim Statistics 2010
Feb:378
Mar:483
Apr:950
May:58
June:488
July:923
Aug:504
Sept:951
Oct:9
Nov:840
Dec:655
Tax Services Anaheim Statistics 2009
Feb:596
Mar:559
Apr:759
May:214
June:231
July:781
Aug:528
Sept:298
Oct:709
Nov:370
Dec:969
Tax Services Anaheim Statistics 2008
Feb:392
Mar:925
Apr:59
May:695
June:96
July:50
Aug:679
Sept:474
Oct:534
Nov:629
Dec:533