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 Cerritos Statistics 2018
Feb:718
Mar:216
Apr:638
May:420
June:874
July:100
Aug:484
Sept:778
Oct:762
Nov:138
Dec:860
Tax Services Cerritos Statistics 2017
Feb:841
Mar:71
Apr:670
May:497
June:837
July:215
Aug:344
Sept:218
Oct:278
Nov:420
Dec:275
Tax Services Cerritos Statistics 2016
Feb:889
Mar:507
Apr:231
May:310
June:294
July:932
Aug:494
Sept:12
Oct:148
Nov:131
Dec:433
Tax Services Cerritos Statistics 2015
Feb:231
Mar:918
Apr:800
May:994
June:55
July:659
Aug:283
Sept:897
Oct:731
Nov:953
Dec:394
Tax Services Cerritos Statistics 2014
Feb:168
Mar:738
Apr:786
May:446
June:158
July:60
Aug:726
Sept:47
Oct:567
Nov:958
Dec:358
Tax Services Cerritos Statistics 2013
Feb:889
Mar:852
Apr:874
May:37
June:983
July:307
Aug:59
Sept:214
Oct:224
Nov:859
Dec:207
Tax Services Cerritos Statistics 2012
Feb:518
Mar:490
Apr:177
May:249
June:443
July:571
Aug:817
Sept:611
Oct:309
Nov:602
Dec:57
Tax Services Cerritos Statistics 2011
Feb:662
Mar:784
Apr:514
May:228
June:741
July:872
Aug:90
Sept:630
Oct:724
Nov:965
Dec:667
Tax Services Cerritos Statistics 2010
Feb:271
Mar:726
Apr:920
May:495
June:585
July:126
Aug:775
Sept:102
Oct:617
Nov:953
Dec:351
Tax Services Cerritos Statistics 2009
Feb:523
Mar:168
Apr:671
May:833
June:770
July:729
Aug:300
Sept:431
Oct:512
Nov:815
Dec:660
Tax Services Cerritos Statistics 2008
Feb:687
Mar:751
Apr:884
May:410
June:715
July:550
Aug:115
Sept:986
Oct:276
Nov:35
Dec:480