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 Glendora Statistics 2018
Feb:521
Mar:34
Apr:198
May:802
June:820
July:11
Aug:798
Sept:803
Oct:983
Nov:774
Dec:558
Tax Services Glendora Statistics 2017
Feb:721
Mar:979
Apr:382
May:789
June:556
July:983
Aug:469
Sept:143
Oct:658
Nov:731
Dec:340
Tax Services Glendora Statistics 2016
Feb:364
Mar:910
Apr:338
May:186
June:630
July:543
Aug:773
Sept:151
Oct:577
Nov:971
Dec:953
Tax Services Glendora Statistics 2015
Feb:983
Mar:751
Apr:200
May:965
June:525
July:759
Aug:76
Sept:245
Oct:737
Nov:458
Dec:34
Tax Services Glendora Statistics 2014
Feb:441
Mar:503
Apr:437
May:98
June:233
July:777
Aug:436
Sept:598
Oct:686
Nov:775
Dec:784
Tax Services Glendora Statistics 2013
Feb:317
Mar:557
Apr:467
May:895
June:528
July:420
Aug:292
Sept:510
Oct:171
Nov:492
Dec:475
Tax Services Glendora Statistics 2012
Feb:251
Mar:551
Apr:942
May:988
June:8
July:976
Aug:281
Sept:450
Oct:479
Nov:718
Dec:549
Tax Services Glendora Statistics 2011
Feb:494
Mar:985
Apr:310
May:179
June:760
July:93
Aug:496
Sept:76
Oct:650
Nov:963
Dec:972
Tax Services Glendora Statistics 2010
Feb:383
Mar:264
Apr:688
May:554
June:756
July:162
Aug:249
Sept:7
Oct:714
Nov:190
Dec:995
Tax Services Glendora Statistics 2009
Feb:166
Mar:275
Apr:172
May:646
June:994
July:721
Aug:358
Sept:487
Oct:706
Nov:669
Dec:667
Tax Services Glendora Statistics 2008
Feb:763
Mar:162
Apr:542
May:413
June:124
July:513
Aug:591
Sept:508
Oct:778
Nov:278
Dec:61