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 Puente Statistics 2018
Feb:555
Mar:721
Apr:192
May:679
June:710
July:262
Aug:812
Sept:899
Oct:1
Nov:53
Dec:579
Tax Services La Puente Statistics 2017
Feb:104
Mar:144
Apr:465
May:0
June:639
July:11
Aug:509
Sept:116
Oct:875
Nov:592
Dec:305
Tax Services La Puente Statistics 2016
Feb:669
Mar:29
Apr:10
May:453
June:29
July:38
Aug:239
Sept:585
Oct:760
Nov:432
Dec:264
Tax Services La Puente Statistics 2015
Feb:695
Mar:75
Apr:368
May:696
June:129
July:948
Aug:820
Sept:233
Oct:92
Nov:285
Dec:234
Tax Services La Puente Statistics 2014
Feb:297
Mar:744
Apr:847
May:171
June:335
July:152
Aug:495
Sept:4
Oct:181
Nov:505
Dec:458
Tax Services La Puente Statistics 2013
Feb:543
Mar:697
Apr:796
May:303
June:129
July:59
Aug:773
Sept:824
Oct:135
Nov:140
Dec:520
Tax Services La Puente Statistics 2012
Feb:88
Mar:340
Apr:498
May:180
June:625
July:732
Aug:912
Sept:922
Oct:476
Nov:759
Dec:93
Tax Services La Puente Statistics 2011
Feb:911
Mar:588
Apr:816
May:91
June:92
July:273
Aug:302
Sept:636
Oct:971
Nov:98
Dec:939
Tax Services La Puente Statistics 2010
Feb:157
Mar:711
Apr:925
May:292
June:852
July:444
Aug:557
Sept:940
Oct:785
Nov:54
Dec:119
Tax Services La Puente Statistics 2009
Feb:786
Mar:30
Apr:331
May:262
June:789
July:424
Aug:73
Sept:699
Oct:11
Nov:890
Dec:791
Tax Services La Puente Statistics 2008
Feb:163
Mar:93
Apr:740
May:134
June:191
July:678
Aug:234
Sept:348
Oct:388
Nov:158
Dec:641