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 Huntington Park Statistics 2018
Feb:906
Mar:869
Apr:714
May:471
June:531
July:72
Aug:785
Sept:866
Oct:390
Nov:625
Dec:493
Tax Services Huntington Park Statistics 2017
Feb:831
Mar:308
Apr:464
May:302
June:948
July:555
Aug:9
Sept:989
Oct:452
Nov:404
Dec:71
Tax Services Huntington Park Statistics 2016
Feb:572
Mar:422
Apr:5
May:445
June:978
July:906
Aug:400
Sept:883
Oct:774
Nov:113
Dec:354
Tax Services Huntington Park Statistics 2015
Feb:186
Mar:138
Apr:170
May:576
June:763
July:663
Aug:492
Sept:594
Oct:971
Nov:957
Dec:896
Tax Services Huntington Park Statistics 2014
Feb:511
Mar:905
Apr:907
May:963
June:309
July:979
Aug:415
Sept:882
Oct:400
Nov:420
Dec:326
Tax Services Huntington Park Statistics 2013
Feb:326
Mar:726
Apr:260
May:99
June:840
July:614
Aug:404
Sept:25
Oct:752
Nov:574
Dec:602
Tax Services Huntington Park Statistics 2012
Feb:236
Mar:94
Apr:108
May:207
June:50
July:3
Aug:125
Sept:561
Oct:909
Nov:32
Dec:524
Tax Services Huntington Park Statistics 2011
Feb:11
Mar:939
Apr:98
May:411
June:359
July:424
Aug:789
Sept:685
Oct:150
Nov:48
Dec:785
Tax Services Huntington Park Statistics 2010
Feb:663
Mar:189
Apr:15
May:414
June:763
July:618
Aug:929
Sept:1000
Oct:712
Nov:36
Dec:207
Tax Services Huntington Park Statistics 2009
Feb:40
Mar:333
Apr:323
May:949
June:365
July:847
Aug:165
Sept:377
Oct:786
Nov:264
Dec:789
Tax Services Huntington Park Statistics 2008
Feb:689
Mar:577
Apr:830
May:840
June:626
July:614
Aug:830
Sept:289
Oct:804
Nov:845
Dec:703