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 Bell Gardens Statistics 2018
Feb:70
Mar:351
Apr:609
May:598
June:616
July:573
Aug:558
Sept:700
Oct:746
Nov:385
Dec:930
Tax Services Bell Gardens Statistics 2017
Feb:972
Mar:8
Apr:336
May:694
June:686
July:111
Aug:488
Sept:544
Oct:873
Nov:724
Dec:333
Tax Services Bell Gardens Statistics 2016
Feb:7
Mar:195
Apr:590
May:359
June:22
July:601
Aug:886
Sept:92
Oct:952
Nov:494
Dec:691
Tax Services Bell Gardens Statistics 2015
Feb:66
Mar:248
Apr:268
May:813
June:634
July:198
Aug:324
Sept:605
Oct:206
Nov:660
Dec:298
Tax Services Bell Gardens Statistics 2014
Feb:772
Mar:787
Apr:436
May:644
June:510
July:769
Aug:232
Sept:518
Oct:965
Nov:822
Dec:878
Tax Services Bell Gardens Statistics 2013
Feb:423
Mar:763
Apr:79
May:374
June:257
July:770
Aug:943
Sept:323
Oct:18
Nov:210
Dec:136
Tax Services Bell Gardens Statistics 2012
Feb:408
Mar:460
Apr:257
May:615
June:120
July:556
Aug:507
Sept:892
Oct:342
Nov:944
Dec:535
Tax Services Bell Gardens Statistics 2011
Feb:713
Mar:768
Apr:369
May:677
June:590
July:246
Aug:664
Sept:12
Oct:8
Nov:744
Dec:387
Tax Services Bell Gardens Statistics 2010
Feb:514
Mar:329
Apr:589
May:532
June:540
July:726
Aug:184
Sept:949
Oct:185
Nov:441
Dec:563
Tax Services Bell Gardens Statistics 2009
Feb:997
Mar:70
Apr:197
May:338
June:13
July:733
Aug:190
Sept:726
Oct:500
Nov:559
Dec:403
Tax Services Bell Gardens Statistics 2008
Feb:805
Mar:66
Apr:103
May:814
June:811
July:490
Aug:79
Sept:324
Oct:820
Nov:668
Dec:857