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 Fullerton Statistics 2018
Feb:925
Mar:346
Apr:901
May:601
June:664
July:412
Aug:631
Sept:760
Oct:690
Nov:825
Dec:590
Tax Services Fullerton Statistics 2017
Feb:852
Mar:87
Apr:754
May:840
June:990
July:708
Aug:901
Sept:780
Oct:663
Nov:112
Dec:11
Tax Services Fullerton Statistics 2016
Feb:610
Mar:624
Apr:204
May:611
June:797
July:388
Aug:419
Sept:722
Oct:734
Nov:320
Dec:322
Tax Services Fullerton Statistics 2015
Feb:732
Mar:954
Apr:157
May:421
June:778
July:748
Aug:288
Sept:630
Oct:836
Nov:42
Dec:470
Tax Services Fullerton Statistics 2014
Feb:750
Mar:371
Apr:605
May:412
June:483
July:617
Aug:981
Sept:93
Oct:240
Nov:184
Dec:704
Tax Services Fullerton Statistics 2013
Feb:572
Mar:123
Apr:759
May:306
June:444
July:80
Aug:705
Sept:175
Oct:33
Nov:862
Dec:597
Tax Services Fullerton Statistics 2012
Feb:610
Mar:886
Apr:441
May:445
June:929
July:912
Aug:270
Sept:678
Oct:282
Nov:875
Dec:90
Tax Services Fullerton Statistics 2011
Feb:491
Mar:70
Apr:859
May:732
June:255
July:563
Aug:769
Sept:827
Oct:687
Nov:528
Dec:133
Tax Services Fullerton Statistics 2010
Feb:609
Mar:838
Apr:306
May:643
June:700
July:904
Aug:454
Sept:309
Oct:790
Nov:896
Dec:755
Tax Services Fullerton Statistics 2009
Feb:807
Mar:24
Apr:395
May:88
June:899
July:486
Aug:855
Sept:390
Oct:556
Nov:713
Dec:121
Tax Services Fullerton Statistics 2008
Feb:276
Mar:891
Apr:638
May:964
June:418
July:772
Aug:94
Sept:26
Oct:609
Nov:400
Dec:669