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 Buena Park Statistics 2018
Feb:129
Mar:605
Apr:676
May:139
June:392
July:859
Aug:181
Sept:374
Oct:777
Nov:809
Dec:405
Tax Services Buena Park Statistics 2017
Feb:715
Mar:252
Apr:184
May:292
June:580
July:939
Aug:10
Sept:324
Oct:583
Nov:639
Dec:297
Tax Services Buena Park Statistics 2016
Feb:389
Mar:97
Apr:328
May:390
June:514
July:510
Aug:668
Sept:644
Oct:114
Nov:343
Dec:784
Tax Services Buena Park Statistics 2015
Feb:202
Mar:965
Apr:881
May:980
June:773
July:286
Aug:52
Sept:487
Oct:538
Nov:237
Dec:780
Tax Services Buena Park Statistics 2014
Feb:176
Mar:790
Apr:443
May:759
June:428
July:740
Aug:637
Sept:818
Oct:837
Nov:965
Dec:208
Tax Services Buena Park Statistics 2013
Feb:474
Mar:876
Apr:995
May:589
June:218
July:778
Aug:95
Sept:420
Oct:742
Nov:976
Dec:399
Tax Services Buena Park Statistics 2012
Feb:261
Mar:452
Apr:2
May:799
June:690
July:782
Aug:918
Sept:866
Oct:572
Nov:360
Dec:624
Tax Services Buena Park Statistics 2011
Feb:100
Mar:260
Apr:818
May:938
June:225
July:25
Aug:288
Sept:700
Oct:901
Nov:283
Dec:289
Tax Services Buena Park Statistics 2010
Feb:60
Mar:384
Apr:540
May:803
June:359
July:940
Aug:317
Sept:620
Oct:391
Nov:319
Dec:419
Tax Services Buena Park Statistics 2009
Feb:101
Mar:337
Apr:947
May:673
June:697
July:570
Aug:673
Sept:798
Oct:831
Nov:490
Dec:735
Tax Services Buena Park Statistics 2008
Feb:516
Mar:23
Apr:757
May:416
June:306
July:45
Aug:535
Sept:366
Oct:429
Nov:74
Dec:169