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 Garden Grove Statistics 2018
Feb:339
Mar:206
Apr:360
May:998
June:244
July:908
Aug:70
Sept:197
Oct:660
Nov:33
Dec:806
Tax Services Garden Grove Statistics 2017
Feb:272
Mar:370
Apr:292
May:416
June:160
July:19
Aug:380
Sept:6
Oct:517
Nov:203
Dec:568
Tax Services Garden Grove Statistics 2016
Feb:43
Mar:53
Apr:129
May:859
June:610
July:307
Aug:448
Sept:950
Oct:514
Nov:809
Dec:947
Tax Services Garden Grove Statistics 2015
Feb:716
Mar:16
Apr:956
May:375
June:49
July:762
Aug:529
Sept:322
Oct:132
Nov:821
Dec:739
Tax Services Garden Grove Statistics 2014
Feb:841
Mar:118
Apr:298
May:357
June:322
July:867
Aug:486
Sept:366
Oct:921
Nov:615
Dec:225
Tax Services Garden Grove Statistics 2013
Feb:923
Mar:673
Apr:480
May:437
June:482
July:426
Aug:195
Sept:198
Oct:443
Nov:151
Dec:574
Tax Services Garden Grove Statistics 2012
Feb:914
Mar:103
Apr:815
May:45
June:925
July:553
Aug:338
Sept:765
Oct:672
Nov:637
Dec:121
Tax Services Garden Grove Statistics 2011
Feb:504
Mar:607
Apr:360
May:424
June:222
July:585
Aug:955
Sept:145
Oct:258
Nov:434
Dec:582
Tax Services Garden Grove Statistics 2010
Feb:861
Mar:778
Apr:939
May:303
June:929
July:512
Aug:796
Sept:842
Oct:615
Nov:610
Dec:888
Tax Services Garden Grove Statistics 2009
Feb:163
Mar:225
Apr:304
May:836
June:862
July:425
Aug:830
Sept:365
Oct:31
Nov:189
Dec:790
Tax Services Garden Grove Statistics 2008
Feb:775
Mar:745
Apr:399
May:32
June:179
July:982
Aug:774
Sept:39
Oct:759
Nov:712
Dec:343