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 Manhattan Beach Statistics 2018
Feb:695
Mar:462
Apr:299
May:478
June:185
July:17
Aug:720
Sept:466
Oct:538
Nov:761
Dec:943
Tax Services Manhattan Beach Statistics 2017
Feb:834
Mar:40
Apr:776
May:875
June:167
July:71
Aug:313
Sept:561
Oct:962
Nov:175
Dec:411
Tax Services Manhattan Beach Statistics 2016
Feb:360
Mar:793
Apr:647
May:695
June:420
July:243
Aug:285
Sept:115
Oct:706
Nov:585
Dec:593
Tax Services Manhattan Beach Statistics 2015
Feb:602
Mar:312
Apr:357
May:139
June:73
July:299
Aug:514
Sept:908
Oct:339
Nov:289
Dec:782
Tax Services Manhattan Beach Statistics 2014
Feb:361
Mar:95
Apr:67
May:322
June:270
July:478
Aug:285
Sept:631
Oct:271
Nov:933
Dec:325
Tax Services Manhattan Beach Statistics 2013
Feb:176
Mar:611
Apr:807
May:882
June:195
July:399
Aug:773
Sept:797
Oct:712
Nov:129
Dec:937
Tax Services Manhattan Beach Statistics 2012
Feb:428
Mar:450
Apr:692
May:767
June:740
July:474
Aug:273
Sept:101
Oct:569
Nov:341
Dec:423
Tax Services Manhattan Beach Statistics 2011
Feb:820
Mar:709
Apr:471
May:90
June:641
July:796
Aug:783
Sept:817
Oct:406
Nov:590
Dec:699
Tax Services Manhattan Beach Statistics 2010
Feb:990
Mar:471
Apr:399
May:701
June:600
July:336
Aug:486
Sept:27
Oct:787
Nov:178
Dec:795
Tax Services Manhattan Beach Statistics 2009
Feb:653
Mar:67
Apr:627
May:221
June:408
July:50
Aug:61
Sept:227
Oct:759
Nov:532
Dec:318
Tax Services Manhattan Beach Statistics 2008
Feb:328
Mar:101
Apr:217
May:735
June:691
July:917
Aug:336
Sept:680
Oct:387
Nov:735
Dec:381