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 Dodgertown Statistics 2018
Feb:821
Mar:461
Apr:130
May:985
June:464
July:182
Aug:253
Sept:440
Oct:965
Nov:353
Dec:352
Tax Services Dodgertown Statistics 2017
Feb:956
Mar:38
Apr:46
May:145
June:811
July:564
Aug:938
Sept:547
Oct:479
Nov:45
Dec:929
Tax Services Dodgertown Statistics 2016
Feb:561
Mar:930
Apr:5
May:72
June:729
July:226
Aug:109
Sept:549
Oct:687
Nov:239
Dec:534
Tax Services Dodgertown Statistics 2015
Feb:422
Mar:787
Apr:592
May:387
June:139
July:944
Aug:593
Sept:95
Oct:983
Nov:639
Dec:240
Tax Services Dodgertown Statistics 2014
Feb:203
Mar:177
Apr:339
May:682
June:223
July:268
Aug:90
Sept:785
Oct:197
Nov:95
Dec:857
Tax Services Dodgertown Statistics 2013
Feb:322
Mar:967
Apr:476
May:9
June:206
July:9
Aug:160
Sept:628
Oct:797
Nov:752
Dec:14
Tax Services Dodgertown Statistics 2012
Feb:696
Mar:608
Apr:31
May:678
June:246
July:271
Aug:470
Sept:449
Oct:449
Nov:810
Dec:131
Tax Services Dodgertown Statistics 2011
Feb:77
Mar:221
Apr:457
May:275
June:317
July:313
Aug:201
Sept:640
Oct:279
Nov:677
Dec:649
Tax Services Dodgertown Statistics 2010
Feb:687
Mar:810
Apr:112
May:483
June:562
July:127
Aug:419
Sept:257
Oct:736
Nov:451
Dec:935
Tax Services Dodgertown Statistics 2009
Feb:722
Mar:405
Apr:431
May:171
June:214
July:562
Aug:844
Sept:292
Oct:784
Nov:300
Dec:568
Tax Services Dodgertown Statistics 2008
Feb:613
Mar:769
Apr:741
May:893
June:446
July:390
Aug:377
Sept:132
Oct:199
Nov:490
Dec:615