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 Laguna Niguel Statistics 2018
Feb:728
Mar:781
Apr:114
May:744
June:824
July:139
Aug:734
Sept:222
Oct:834
Nov:438
Dec:469
Tax Services Laguna Niguel Statistics 2017
Feb:913
Mar:406
Apr:728
May:857
June:415
July:206
Aug:411
Sept:699
Oct:545
Nov:882
Dec:465
Tax Services Laguna Niguel Statistics 2016
Feb:604
Mar:712
Apr:723
May:120
June:952
July:791
Aug:671
Sept:679
Oct:572
Nov:785
Dec:423
Tax Services Laguna Niguel Statistics 2015
Feb:925
Mar:157
Apr:618
May:759
June:595
July:87
Aug:355
Sept:508
Oct:493
Nov:82
Dec:364
Tax Services Laguna Niguel Statistics 2014
Feb:289
Mar:776
Apr:608
May:834
June:658
July:72
Aug:556
Sept:261
Oct:784
Nov:279
Dec:382
Tax Services Laguna Niguel Statistics 2013
Feb:70
Mar:52
Apr:415
May:642
June:838
July:838
Aug:37
Sept:762
Oct:996
Nov:656
Dec:520
Tax Services Laguna Niguel Statistics 2012
Feb:743
Mar:876
Apr:97
May:236
June:958
July:462
Aug:144
Sept:247
Oct:237
Nov:753
Dec:80
Tax Services Laguna Niguel Statistics 2011
Feb:825
Mar:637
Apr:156
May:609
June:916
July:539
Aug:344
Sept:986
Oct:591
Nov:759
Dec:628
Tax Services Laguna Niguel Statistics 2010
Feb:596
Mar:665
Apr:190
May:592
June:320
July:711
Aug:181
Sept:63
Oct:586
Nov:279
Dec:300
Tax Services Laguna Niguel Statistics 2009
Feb:742
Mar:445
Apr:792
May:979
June:197
July:873
Aug:874
Sept:21
Oct:509
Nov:30
Dec:630
Tax Services Laguna Niguel Statistics 2008
Feb:570
Mar:975
Apr:411
May:160
June:733
July:38
Aug:590
Sept:329
Oct:704
Nov:781
Dec:921