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 Chino Statistics 2018
Feb:788
Mar:132
Apr:19
May:508
June:366
July:838
Aug:454
Sept:645
Oct:521
Nov:617
Dec:32
Tax Services Chino Statistics 2017
Feb:274
Mar:398
Apr:290
May:507
June:523
July:354
Aug:357
Sept:413
Oct:23
Nov:326
Dec:16
Tax Services Chino Statistics 2016
Feb:477
Mar:17
Apr:894
May:965
June:571
July:978
Aug:743
Sept:359
Oct:109
Nov:763
Dec:867
Tax Services Chino Statistics 2015
Feb:601
Mar:321
Apr:120
May:121
June:939
July:152
Aug:957
Sept:212
Oct:551
Nov:246
Dec:719
Tax Services Chino Statistics 2014
Feb:601
Mar:76
Apr:487
May:624
June:402
July:503
Aug:330
Sept:880
Oct:521
Nov:223
Dec:844
Tax Services Chino Statistics 2013
Feb:200
Mar:587
Apr:451
May:310
June:349
July:318
Aug:786
Sept:950
Oct:639
Nov:907
Dec:71
Tax Services Chino Statistics 2012
Feb:59
Mar:27
Apr:789
May:611
June:274
July:508
Aug:685
Sept:876
Oct:584
Nov:171
Dec:499
Tax Services Chino Statistics 2011
Feb:675
Mar:829
Apr:866
May:195
June:52
July:709
Aug:288
Sept:253
Oct:296
Nov:739
Dec:563
Tax Services Chino Statistics 2010
Feb:56
Mar:349
Apr:595
May:695
June:255
July:667
Aug:272
Sept:315
Oct:694
Nov:61
Dec:926
Tax Services Chino Statistics 2009
Feb:569
Mar:610
Apr:844
May:153
June:782
July:343
Aug:140
Sept:456
Oct:172
Nov:5
Dec:652
Tax Services Chino Statistics 2008
Feb:715
Mar:940
Apr:477
May:10
June:679
July:39
Aug:656
Sept:735
Oct:389
Nov:251
Dec:430