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 Diamond Bar Statistics 2018
Feb:196
Mar:832
Apr:478
May:673
June:455
July:568
Aug:13
Sept:82
Oct:869
Nov:616
Dec:440
Tax Services Diamond Bar Statistics 2017
Feb:470
Mar:588
Apr:883
May:649
June:397
July:354
Aug:971
Sept:358
Oct:184
Nov:491
Dec:853
Tax Services Diamond Bar Statistics 2016
Feb:952
Mar:675
Apr:503
May:692
June:676
July:648
Aug:530
Sept:873
Oct:480
Nov:8
Dec:546
Tax Services Diamond Bar Statistics 2015
Feb:576
Mar:559
Apr:17
May:445
June:174
July:457
Aug:164
Sept:645
Oct:45
Nov:47
Dec:294
Tax Services Diamond Bar Statistics 2014
Feb:401
Mar:264
Apr:800
May:586
June:755
July:652
Aug:238
Sept:707
Oct:327
Nov:741
Dec:399
Tax Services Diamond Bar Statistics 2013
Feb:388
Mar:929
Apr:876
May:869
June:938
July:421
Aug:803
Sept:513
Oct:980
Nov:821
Dec:958
Tax Services Diamond Bar Statistics 2012
Feb:277
Mar:122
Apr:799
May:322
June:169
July:92
Aug:765
Sept:571
Oct:357
Nov:564
Dec:157
Tax Services Diamond Bar Statistics 2011
Feb:216
Mar:395
Apr:819
May:544
June:136
July:217
Aug:547
Sept:524
Oct:146
Nov:423
Dec:393
Tax Services Diamond Bar Statistics 2010
Feb:844
Mar:196
Apr:597
May:824
June:16
July:555
Aug:978
Sept:293
Oct:677
Nov:777
Dec:616
Tax Services Diamond Bar Statistics 2009
Feb:870
Mar:380
Apr:417
May:227
June:945
July:574
Aug:339
Sept:161
Oct:970
Nov:158
Dec:705
Tax Services Diamond Bar Statistics 2008
Feb:376
Mar:252
Apr:630
May:523
June:675
July:22
Aug:606
Sept:519
Oct:218
Nov:203
Dec:342