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 Palma Statistics 2018
Feb:101
Mar:522
Apr:573
May:415
June:562
July:221
Aug:431
Sept:8
Oct:466
Nov:942
Dec:555
Tax Services La Palma Statistics 2017
Feb:668
Mar:886
Apr:571
May:50
June:666
July:70
Aug:150
Sept:783
Oct:228
Nov:830
Dec:149
Tax Services La Palma Statistics 2016
Feb:779
Mar:376
Apr:853
May:313
June:378
July:940
Aug:72
Sept:480
Oct:461
Nov:646
Dec:896
Tax Services La Palma Statistics 2015
Feb:868
Mar:326
Apr:31
May:333
June:268
July:586
Aug:118
Sept:937
Oct:472
Nov:690
Dec:987
Tax Services La Palma Statistics 2014
Feb:761
Mar:137
Apr:922
May:989
June:967
July:70
Aug:92
Sept:745
Oct:446
Nov:945
Dec:58
Tax Services La Palma Statistics 2013
Feb:884
Mar:131
Apr:304
May:344
June:777
July:199
Aug:366
Sept:644
Oct:526
Nov:397
Dec:978
Tax Services La Palma Statistics 2012
Feb:984
Mar:96
Apr:731
May:456
June:786
July:717
Aug:594
Sept:547
Oct:855
Nov:515
Dec:535
Tax Services La Palma Statistics 2011
Feb:586
Mar:627
Apr:566
May:31
June:571
July:624
Aug:856
Sept:454
Oct:756
Nov:160
Dec:799
Tax Services La Palma Statistics 2010
Feb:360
Mar:164
Apr:176
May:886
June:562
July:154
Aug:680
Sept:546
Oct:251
Nov:411
Dec:1
Tax Services La Palma Statistics 2009
Feb:127
Mar:596
Apr:584
May:982
June:111
July:118
Aug:803
Sept:697
Oct:746
Nov:368
Dec:728
Tax Services La Palma Statistics 2008
Feb:993
Mar:584
Apr:771
May:748
June:744
July:570
Aug:280
Sept:104
Oct:735
Nov:457
Dec:990