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 La Mirada Statistics 2018
Feb:90
Mar:193
Apr:842
May:403
June:909
July:570
Aug:677
Sept:145
Oct:302
Nov:176
Dec:177
Tax Services La Mirada Statistics 2017
Feb:521
Mar:630
Apr:932
May:661
June:783
July:594
Aug:432
Sept:677
Oct:13
Nov:567
Dec:962
Tax Services La Mirada Statistics 2016
Feb:2
Mar:964
Apr:243
May:501
June:934
July:475
Aug:180
Sept:24
Oct:669
Nov:22
Dec:427
Tax Services La Mirada Statistics 2015
Feb:592
Mar:104
Apr:723
May:895
June:281
July:900
Aug:174
Sept:802
Oct:530
Nov:105
Dec:463
Tax Services La Mirada Statistics 2014
Feb:700
Mar:895
Apr:990
May:714
June:462
July:952
Aug:497
Sept:465
Oct:915
Nov:740
Dec:967
Tax Services La Mirada Statistics 2013
Feb:215
Mar:147
Apr:874
May:884
June:169
July:301
Aug:461
Sept:762
Oct:405
Nov:183
Dec:656
Tax Services La Mirada Statistics 2012
Feb:83
Mar:831
Apr:489
May:614
June:937
July:952
Aug:927
Sept:636
Oct:847
Nov:916
Dec:349
Tax Services La Mirada Statistics 2011
Feb:868
Mar:847
Apr:773
May:782
June:587
July:739
Aug:631
Sept:802
Oct:886
Nov:504
Dec:686
Tax Services La Mirada Statistics 2010
Feb:806
Mar:146
Apr:818
May:210
June:330
July:473
Aug:898
Sept:413
Oct:304
Nov:386
Dec:26
Tax Services La Mirada Statistics 2009
Feb:337
Mar:954
Apr:876
May:183
June:870
July:225
Aug:492
Sept:737
Oct:72
Nov:265
Dec:519
Tax Services La Mirada Statistics 2008
Feb:4
Mar:149
Apr:460
May:890
June:654
July:145
Aug:946
Sept:459
Oct:292
Nov:763
Dec:670