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 Inglewood Statistics 2018
Feb:561
Mar:233
Apr:290
May:671
June:655
July:326
Aug:740
Sept:428
Oct:543
Nov:135
Dec:361
Tax Services Inglewood Statistics 2017
Feb:136
Mar:617
Apr:582
May:417
June:767
July:61
Aug:166
Sept:87
Oct:17
Nov:727
Dec:785
Tax Services Inglewood Statistics 2016
Feb:819
Mar:880
Apr:641
May:965
June:881
July:709
Aug:748
Sept:442
Oct:942
Nov:37
Dec:113
Tax Services Inglewood Statistics 2015
Feb:364
Mar:854
Apr:24
May:908
June:989
July:386
Aug:309
Sept:124
Oct:2
Nov:891
Dec:542
Tax Services Inglewood Statistics 2014
Feb:952
Mar:709
Apr:857
May:970
June:435
July:642
Aug:731
Sept:253
Oct:521
Nov:371
Dec:218
Tax Services Inglewood Statistics 2013
Feb:80
Mar:966
Apr:845
May:22
June:3
July:958
Aug:619
Sept:368
Oct:811
Nov:644
Dec:275
Tax Services Inglewood Statistics 2012
Feb:29
Mar:584
Apr:924
May:32
June:475
July:465
Aug:802
Sept:427
Oct:173
Nov:659
Dec:397
Tax Services Inglewood Statistics 2011
Feb:300
Mar:127
Apr:862
May:822
June:499
July:79
Aug:223
Sept:580
Oct:45
Nov:67
Dec:602
Tax Services Inglewood Statistics 2010
Feb:25
Mar:221
Apr:417
May:836
June:865
July:692
Aug:634
Sept:895
Oct:276
Nov:558
Dec:927
Tax Services Inglewood Statistics 2009
Feb:23
Mar:729
Apr:178
May:196
June:387
July:576
Aug:805
Sept:688
Oct:704
Nov:667
Dec:509
Tax Services Inglewood Statistics 2008
Feb:746
Mar:733
Apr:783
May:791
June:801
July:384
Aug:841
Sept:826
Oct:605
Nov:257
Dec:661