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 Lake Elsinore Statistics 2018
Feb:501
Mar:273
Apr:250
May:148
June:8
July:934
Aug:199
Sept:392
Oct:323
Nov:64
Dec:309
Tax Services Lake Elsinore Statistics 2017
Feb:870
Mar:182
Apr:343
May:11
June:215
July:415
Aug:566
Sept:809
Oct:885
Nov:325
Dec:105
Tax Services Lake Elsinore Statistics 2016
Feb:638
Mar:853
Apr:516
May:358
June:555
July:527
Aug:65
Sept:55
Oct:800
Nov:315
Dec:204
Tax Services Lake Elsinore Statistics 2015
Feb:249
Mar:404
Apr:200
May:572
June:468
July:509
Aug:599
Sept:338
Oct:691
Nov:943
Dec:350
Tax Services Lake Elsinore Statistics 2014
Feb:357
Mar:916
Apr:715
May:241
June:241
July:821
Aug:757
Sept:880
Oct:673
Nov:272
Dec:237
Tax Services Lake Elsinore Statistics 2013
Feb:799
Mar:303
Apr:283
May:599
June:619
July:488
Aug:407
Sept:868
Oct:892
Nov:607
Dec:439
Tax Services Lake Elsinore Statistics 2012
Feb:115
Mar:38
Apr:699
May:807
June:981
July:48
Aug:713
Sept:338
Oct:965
Nov:428
Dec:579
Tax Services Lake Elsinore Statistics 2011
Feb:248
Mar:336
Apr:85
May:922
June:608
July:323
Aug:149
Sept:407
Oct:626
Nov:432
Dec:5
Tax Services Lake Elsinore Statistics 2010
Feb:921
Mar:412
Apr:112
May:812
June:18
July:551
Aug:172
Sept:134
Oct:590
Nov:871
Dec:942
Tax Services Lake Elsinore Statistics 2009
Feb:920
Mar:655
Apr:909
May:884
June:82
July:488
Aug:90
Sept:331
Oct:824
Nov:175
Dec:252
Tax Services Lake Elsinore Statistics 2008
Feb:498
Mar:401
Apr:839
May:124
June:834
July:844
Aug:368
Sept:754
Oct:256
Nov:480
Dec:566