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 Downey Statistics 2018
Feb:612
Mar:736
Apr:745
May:195
June:814
July:38
Aug:195
Sept:842
Oct:990
Nov:581
Dec:18
Tax Services Downey Statistics 2017
Feb:300
Mar:954
Apr:827
May:83
June:434
July:124
Aug:266
Sept:67
Oct:306
Nov:100
Dec:676
Tax Services Downey Statistics 2016
Feb:100
Mar:883
Apr:279
May:970
June:228
July:457
Aug:881
Sept:840
Oct:192
Nov:625
Dec:35
Tax Services Downey Statistics 2015
Feb:664
Mar:230
Apr:849
May:653
June:812
July:868
Aug:861
Sept:111
Oct:822
Nov:688
Dec:195
Tax Services Downey Statistics 2014
Feb:812
Mar:461
Apr:323
May:118
June:562
July:1000
Aug:668
Sept:663
Oct:882
Nov:947
Dec:632
Tax Services Downey Statistics 2013
Feb:404
Mar:513
Apr:949
May:596
June:138
July:985
Aug:603
Sept:802
Oct:214
Nov:451
Dec:455
Tax Services Downey Statistics 2012
Feb:318
Mar:315
Apr:137
May:139
June:2
July:333
Aug:395
Sept:815
Oct:795
Nov:719
Dec:933
Tax Services Downey Statistics 2011
Feb:718
Mar:600
Apr:18
May:599
June:547
July:651
Aug:708
Sept:951
Oct:164
Nov:657
Dec:547
Tax Services Downey Statistics 2010
Feb:641
Mar:149
Apr:104
May:856
June:601
July:559
Aug:882
Sept:920
Oct:875
Nov:18
Dec:58
Tax Services Downey Statistics 2009
Feb:351
Mar:454
Apr:691
May:146
June:172
July:623
Aug:502
Sept:890
Oct:223
Nov:521
Dec:489
Tax Services Downey Statistics 2008
Feb:172
Mar:197
Apr:722
May:336
June:854
July:269
Aug:639
Sept:495
Oct:418
Nov:743
Dec:350