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 Hills Statistics 2018
Feb:586
Mar:475
Apr:737
May:788
June:683
July:632
Aug:594
Sept:410
Oct:965
Nov:987
Dec:719
Tax Services Chino Hills Statistics 2017
Feb:569
Mar:499
Apr:510
May:438
June:31
July:704
Aug:162
Sept:306
Oct:356
Nov:729
Dec:459
Tax Services Chino Hills Statistics 2016
Feb:275
Mar:73
Apr:717
May:276
June:994
July:760
Aug:538
Sept:580
Oct:235
Nov:274
Dec:367
Tax Services Chino Hills Statistics 2015
Feb:907
Mar:962
Apr:328
May:871
June:949
July:46
Aug:242
Sept:517
Oct:546
Nov:753
Dec:955
Tax Services Chino Hills Statistics 2014
Feb:456
Mar:116
Apr:883
May:813
June:846
July:342
Aug:377
Sept:120
Oct:415
Nov:93
Dec:396
Tax Services Chino Hills Statistics 2013
Feb:854
Mar:935
Apr:989
May:88
June:209
July:355
Aug:5
Sept:115
Oct:317
Nov:333
Dec:986
Tax Services Chino Hills Statistics 2012
Feb:380
Mar:228
Apr:782
May:926
June:981
July:737
Aug:503
Sept:437
Oct:854
Nov:385
Dec:250
Tax Services Chino Hills Statistics 2011
Feb:728
Mar:627
Apr:820
May:142
June:720
July:215
Aug:551
Sept:573
Oct:149
Nov:540
Dec:661
Tax Services Chino Hills Statistics 2010
Feb:896
Mar:667
Apr:474
May:212
June:0
July:460
Aug:477
Sept:380
Oct:688
Nov:259
Dec:306
Tax Services Chino Hills Statistics 2009
Feb:997
Mar:809
Apr:104
May:850
June:194
July:354
Aug:549
Sept:922
Oct:982
Nov:368
Dec:64
Tax Services Chino Hills Statistics 2008
Feb:584
Mar:615
Apr:274
May:734
June:155
July:936
Aug:92
Sept:50
Oct:603
Nov:566
Dec:262