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 El Monte Statistics 2018
Feb:394
Mar:353
Apr:245
May:346
June:104
July:777
Aug:811
Sept:355
Oct:26
Nov:184
Dec:845
Tax Services El Monte Statistics 2017
Feb:286
Mar:475
Apr:421
May:177
June:363
July:963
Aug:824
Sept:2
Oct:56
Nov:487
Dec:791
Tax Services El Monte Statistics 2016
Feb:509
Mar:743
Apr:82
May:378
June:170
July:512
Aug:945
Sept:564
Oct:865
Nov:189
Dec:910
Tax Services El Monte Statistics 2015
Feb:967
Mar:720
Apr:324
May:994
June:905
July:168
Aug:935
Sept:190
Oct:643
Nov:355
Dec:367
Tax Services El Monte Statistics 2014
Feb:318
Mar:191
Apr:9
May:375
June:678
July:800
Aug:598
Sept:187
Oct:542
Nov:681
Dec:565
Tax Services El Monte Statistics 2013
Feb:192
Mar:510
Apr:276
May:57
June:700
July:186
Aug:25
Sept:666
Oct:907
Nov:349
Dec:659
Tax Services El Monte Statistics 2012
Feb:518
Mar:593
Apr:0
May:161
June:949
July:368
Aug:167
Sept:266
Oct:560
Nov:176
Dec:642
Tax Services El Monte Statistics 2011
Feb:977
Mar:240
Apr:425
May:519
June:921
July:991
Aug:231
Sept:112
Oct:500
Nov:508
Dec:170
Tax Services El Monte Statistics 2010
Feb:694
Mar:195
Apr:866
May:601
June:545
July:525
Aug:411
Sept:63
Oct:118
Nov:412
Dec:224
Tax Services El Monte Statistics 2009
Feb:781
Mar:392
Apr:333
May:340
June:569
July:975
Aug:578
Sept:545
Oct:214
Nov:3
Dec:63
Tax Services El Monte Statistics 2008
Feb:994
Mar:294
Apr:248
May:494
June:803
July:418
Aug:694
Sept:496
Oct:614
Nov:560
Dec:97