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 Irvine Statistics 2018
Feb:34
Mar:460
Apr:555
May:395
June:116
July:526
Aug:706
Sept:64
Oct:242
Nov:841
Dec:224
Tax Services Irvine Statistics 2017
Feb:834
Mar:358
Apr:130
May:106
June:922
July:694
Aug:859
Sept:427
Oct:920
Nov:364
Dec:635
Tax Services Irvine Statistics 2016
Feb:547
Mar:644
Apr:619
May:808
June:47
July:838
Aug:972
Sept:82
Oct:297
Nov:526
Dec:478
Tax Services Irvine Statistics 2015
Feb:52
Mar:183
Apr:478
May:295
June:24
July:702
Aug:608
Sept:859
Oct:60
Nov:738
Dec:965
Tax Services Irvine Statistics 2014
Feb:431
Mar:823
Apr:408
May:351
June:187
July:43
Aug:49
Sept:734
Oct:687
Nov:669
Dec:541
Tax Services Irvine Statistics 2013
Feb:506
Mar:513
Apr:818
May:803
June:39
July:295
Aug:215
Sept:91
Oct:479
Nov:693
Dec:387
Tax Services Irvine Statistics 2012
Feb:395
Mar:995
Apr:362
May:456
June:732
July:327
Aug:437
Sept:163
Oct:150
Nov:846
Dec:514
Tax Services Irvine Statistics 2011
Feb:889
Mar:564
Apr:71
May:576
June:232
July:613
Aug:310
Sept:738
Oct:125
Nov:128
Dec:540
Tax Services Irvine Statistics 2010
Feb:423
Mar:756
Apr:256
May:903
June:449
July:643
Aug:406
Sept:845
Oct:637
Nov:769
Dec:300
Tax Services Irvine Statistics 2009
Feb:96
Mar:737
Apr:532
May:246
June:583
July:46
Aug:584
Sept:471
Oct:611
Nov:655
Dec:47
Tax Services Irvine Statistics 2008
Feb:267
Mar:357
Apr:581
May:392
June:486
July:121
Aug:557
Sept:909
Oct:878
Nov:813
Dec:812