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 Azusa Statistics 2018
Feb:402
Mar:685
Apr:33
May:256
June:611
July:369
Aug:950
Sept:206
Oct:752
Nov:492
Dec:356
Tax Services Azusa Statistics 2017
Feb:235
Mar:983
Apr:846
May:116
June:472
July:496
Aug:367
Sept:156
Oct:486
Nov:474
Dec:224
Tax Services Azusa Statistics 2016
Feb:362
Mar:224
Apr:677
May:232
June:84
July:888
Aug:935
Sept:486
Oct:573
Nov:968
Dec:743
Tax Services Azusa Statistics 2015
Feb:337
Mar:693
Apr:389
May:88
June:184
July:746
Aug:694
Sept:420
Oct:729
Nov:540
Dec:537
Tax Services Azusa Statistics 2014
Feb:35
Mar:904
Apr:356
May:522
June:377
July:581
Aug:817
Sept:740
Oct:805
Nov:493
Dec:972
Tax Services Azusa Statistics 2013
Feb:381
Mar:906
Apr:376
May:955
June:874
July:118
Aug:138
Sept:210
Oct:811
Nov:527
Dec:299
Tax Services Azusa Statistics 2012
Feb:273
Mar:994
Apr:415
May:1
June:533
July:952
Aug:201
Sept:569
Oct:856
Nov:558
Dec:90
Tax Services Azusa Statistics 2011
Feb:138
Mar:908
Apr:973
May:944
June:401
July:945
Aug:833
Sept:783
Oct:850
Nov:209
Dec:737
Tax Services Azusa Statistics 2010
Feb:327
Mar:875
Apr:934
May:138
June:402
July:233
Aug:133
Sept:675
Oct:226
Nov:549
Dec:677
Tax Services Azusa Statistics 2009
Feb:501
Mar:878
Apr:328
May:356
June:436
July:418
Aug:589
Sept:575
Oct:326
Nov:561
Dec:518
Tax Services Azusa Statistics 2008
Feb:505
Mar:351
Apr:509
May:355
June:561
July:245
Aug:78
Sept:888
Oct:120
Nov:12
Dec:26