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 Lakewood Statistics 2018
Feb:159
Mar:91
Apr:843
May:107
June:35
July:870
Aug:787
Sept:99
Oct:667
Nov:145
Dec:643
Tax Services Lakewood Statistics 2017
Feb:481
Mar:128
Apr:267
May:810
June:760
July:132
Aug:29
Sept:414
Oct:197
Nov:347
Dec:853
Tax Services Lakewood Statistics 2016
Feb:214
Mar:265
Apr:980
May:920
June:860
July:641
Aug:117
Sept:18
Oct:733
Nov:960
Dec:126
Tax Services Lakewood Statistics 2015
Feb:830
Mar:914
Apr:867
May:497
June:59
July:510
Aug:127
Sept:541
Oct:638
Nov:394
Dec:350
Tax Services Lakewood Statistics 2014
Feb:527
Mar:380
Apr:812
May:725
June:727
July:664
Aug:923
Sept:942
Oct:930
Nov:903
Dec:861
Tax Services Lakewood Statistics 2013
Feb:544
Mar:978
Apr:809
May:276
June:938
July:935
Aug:44
Sept:768
Oct:849
Nov:911
Dec:264
Tax Services Lakewood Statistics 2012
Feb:420
Mar:391
Apr:449
May:58
June:786
July:799
Aug:456
Sept:313
Oct:178
Nov:268
Dec:37
Tax Services Lakewood Statistics 2011
Feb:933
Mar:961
Apr:847
May:862
June:864
July:707
Aug:651
Sept:407
Oct:685
Nov:459
Dec:684
Tax Services Lakewood Statistics 2010
Feb:394
Mar:728
Apr:389
May:243
June:639
July:654
Aug:150
Sept:58
Oct:44
Nov:600
Dec:117
Tax Services Lakewood Statistics 2009
Feb:398
Mar:574
Apr:142
May:577
June:842
July:180
Aug:483
Sept:774
Oct:140
Nov:329
Dec:636
Tax Services Lakewood Statistics 2008
Feb:36
Mar:286
Apr:411
May:721
June:746
July:95
Aug:343
Sept:140
Oct:823
Nov:733
Dec:383