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 East Irvine Statistics 2018
Feb:382
Mar:143
Apr:440
May:209
June:349
July:888
Aug:762
Sept:444
Oct:936
Nov:420
Dec:145
Tax Services East Irvine Statistics 2017
Feb:893
Mar:512
Apr:998
May:165
June:589
July:931
Aug:477
Sept:586
Oct:103
Nov:507
Dec:968
Tax Services East Irvine Statistics 2016
Feb:41
Mar:968
Apr:732
May:454
June:662
July:857
Aug:653
Sept:43
Oct:0
Nov:92
Dec:252
Tax Services East Irvine Statistics 2015
Feb:980
Mar:14
Apr:794
May:916
June:435
July:939
Aug:383
Sept:327
Oct:450
Nov:381
Dec:493
Tax Services East Irvine Statistics 2014
Feb:311
Mar:971
Apr:625
May:414
June:477
July:592
Aug:501
Sept:519
Oct:560
Nov:233
Dec:973
Tax Services East Irvine Statistics 2013
Feb:90
Mar:625
Apr:265
May:90
June:717
July:518
Aug:440
Sept:697
Oct:533
Nov:233
Dec:612
Tax Services East Irvine Statistics 2012
Feb:172
Mar:996
Apr:295
May:623
June:376
July:789
Aug:662
Sept:688
Oct:759
Nov:287
Dec:102
Tax Services East Irvine Statistics 2011
Feb:880
Mar:604
Apr:755
May:439
June:837
July:727
Aug:661
Sept:927
Oct:352
Nov:927
Dec:17
Tax Services East Irvine Statistics 2010
Feb:445
Mar:457
Apr:767
May:978
June:690
July:378
Aug:946
Sept:862
Oct:374
Nov:240
Dec:485
Tax Services East Irvine Statistics 2009
Feb:29
Mar:146
Apr:438
May:788
June:434
July:541
Aug:23
Sept:313
Oct:144
Nov:778
Dec:752
Tax Services East Irvine Statistics 2008
Feb:505
Mar:413
Apr:909
May:857
June:340
July:926
Aug:926
Sept:785
Oct:382
Nov:693
Dec:762