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 Los Alamitos Statistics 2018
Feb:602
Mar:466
Apr:216
May:264
June:138
July:491
Aug:921
Sept:672
Oct:632
Nov:935
Dec:484
Tax Services Los Alamitos Statistics 2017
Feb:729
Mar:986
Apr:596
May:144
June:826
July:210
Aug:253
Sept:758
Oct:249
Nov:901
Dec:749
Tax Services Los Alamitos Statistics 2016
Feb:335
Mar:698
Apr:522
May:182
June:294
July:127
Aug:860
Sept:897
Oct:594
Nov:76
Dec:160
Tax Services Los Alamitos Statistics 2015
Feb:567
Mar:81
Apr:404
May:199
June:15
July:889
Aug:558
Sept:744
Oct:874
Nov:154
Dec:889
Tax Services Los Alamitos Statistics 2014
Feb:364
Mar:141
Apr:458
May:614
June:42
July:207
Aug:864
Sept:377
Oct:905
Nov:386
Dec:559
Tax Services Los Alamitos Statistics 2013
Feb:514
Mar:419
Apr:96
May:107
June:495
July:256
Aug:840
Sept:62
Oct:337
Nov:243
Dec:261
Tax Services Los Alamitos Statistics 2012
Feb:132
Mar:820
Apr:96
May:5
June:974
July:985
Aug:706
Sept:338
Oct:126
Nov:164
Dec:952
Tax Services Los Alamitos Statistics 2011
Feb:371
Mar:816
Apr:546
May:275
June:201
July:105
Aug:474
Sept:716
Oct:524
Nov:571
Dec:823
Tax Services Los Alamitos Statistics 2010
Feb:827
Mar:662
Apr:82
May:164
June:906
July:344
Aug:517
Sept:37
Oct:163
Nov:614
Dec:43
Tax Services Los Alamitos Statistics 2009
Feb:598
Mar:749
Apr:475
May:725
June:913
July:426
Aug:894
Sept:284
Oct:241
Nov:439
Dec:559
Tax Services Los Alamitos Statistics 2008
Feb:544
Mar:33
Apr:159
May:68
June:604
July:982
Aug:87
Sept:431
Oct:644
Nov:169
Dec:595