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 Artesia Statistics 2018
Feb:577
Mar:114
Apr:489
May:416
June:655
July:643
Aug:564
Sept:107
Oct:135
Nov:63
Dec:523
Tax Services Artesia Statistics 2017
Feb:751
Mar:254
Apr:491
May:498
June:363
July:997
Aug:980
Sept:436
Oct:157
Nov:806
Dec:244
Tax Services Artesia Statistics 2016
Feb:750
Mar:244
Apr:491
May:722
June:16
July:505
Aug:331
Sept:593
Oct:619
Nov:821
Dec:9
Tax Services Artesia Statistics 2015
Feb:464
Mar:573
Apr:381
May:599
June:637
July:904
Aug:829
Sept:387
Oct:158
Nov:320
Dec:886
Tax Services Artesia Statistics 2014
Feb:317
Mar:865
Apr:958
May:474
June:670
July:202
Aug:364
Sept:419
Oct:446
Nov:855
Dec:141
Tax Services Artesia Statistics 2013
Feb:359
Mar:473
Apr:56
May:979
June:294
July:65
Aug:252
Sept:758
Oct:638
Nov:633
Dec:356
Tax Services Artesia Statistics 2012
Feb:536
Mar:185
Apr:662
May:694
June:506
July:548
Aug:215
Sept:824
Oct:412
Nov:173
Dec:298
Tax Services Artesia Statistics 2011
Feb:375
Mar:662
Apr:502
May:822
June:516
July:644
Aug:285
Sept:876
Oct:117
Nov:341
Dec:854
Tax Services Artesia Statistics 2010
Feb:406
Mar:105
Apr:168
May:44
June:738
July:525
Aug:320
Sept:274
Oct:711
Nov:982
Dec:968
Tax Services Artesia Statistics 2009
Feb:530
Mar:183
Apr:40
May:942
June:357
July:339
Aug:24
Sept:732
Oct:0
Nov:526
Dec:554
Tax Services Artesia Statistics 2008
Feb:170
Mar:839
Apr:393
May:287
June:180
July:246
Aug:699
Sept:587
Oct:351
Nov:867
Dec:632