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 Cypress Statistics 2018
Feb:726
Mar:711
Apr:40
May:498
June:996
July:265
Aug:578
Sept:750
Oct:490
Nov:243
Dec:875
Tax Services Cypress Statistics 2017
Feb:3
Mar:474
Apr:617
May:443
June:851
July:696
Aug:636
Sept:700
Oct:55
Nov:454
Dec:16
Tax Services Cypress Statistics 2016
Feb:850
Mar:401
Apr:187
May:137
June:122
July:370
Aug:347
Sept:849
Oct:81
Nov:387
Dec:347
Tax Services Cypress Statistics 2015
Feb:653
Mar:926
Apr:827
May:142
June:168
July:701
Aug:508
Sept:171
Oct:174
Nov:124
Dec:614
Tax Services Cypress Statistics 2014
Feb:820
Mar:250
Apr:725
May:875
June:704
July:741
Aug:61
Sept:553
Oct:141
Nov:249
Dec:691
Tax Services Cypress Statistics 2013
Feb:619
Mar:38
Apr:113
May:700
June:426
July:460
Aug:777
Sept:79
Oct:386
Nov:603
Dec:222
Tax Services Cypress Statistics 2012
Feb:303
Mar:730
Apr:726
May:478
June:854
July:340
Aug:503
Sept:674
Oct:590
Nov:227
Dec:549
Tax Services Cypress Statistics 2011
Feb:969
Mar:611
Apr:847
May:110
June:860
July:538
Aug:375
Sept:478
Oct:576
Nov:489
Dec:178
Tax Services Cypress Statistics 2010
Feb:950
Mar:955
Apr:81
May:335
June:558
July:304
Aug:889
Sept:862
Oct:33
Nov:614
Dec:339
Tax Services Cypress Statistics 2009
Feb:954
Mar:842
Apr:561
May:544
June:69
July:110
Aug:837
Sept:38
Oct:721
Nov:684
Dec:149
Tax Services Cypress Statistics 2008
Feb:221
Mar:525
Apr:58
May:798
June:13
July:237
Aug:800
Sept:963
Oct:192
Nov:882
Dec:297