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 Mission Viejo Statistics 2018
Feb:737
Mar:913
Apr:825
May:869
June:400
July:316
Aug:744
Sept:300
Oct:964
Nov:955
Dec:544
Tax Services Mission Viejo Statistics 2017
Feb:611
Mar:675
Apr:836
May:169
June:861
July:787
Aug:341
Sept:749
Oct:128
Nov:797
Dec:923
Tax Services Mission Viejo Statistics 2016
Feb:468
Mar:75
Apr:18
May:368
June:75
July:78
Aug:869
Sept:812
Oct:991
Nov:694
Dec:681
Tax Services Mission Viejo Statistics 2015
Feb:9
Mar:425
Apr:691
May:974
June:379
July:235
Aug:982
Sept:991
Oct:910
Nov:817
Dec:159
Tax Services Mission Viejo Statistics 2014
Feb:604
Mar:501
Apr:520
May:732
June:298
July:442
Aug:952
Sept:766
Oct:517
Nov:970
Dec:134
Tax Services Mission Viejo Statistics 2013
Feb:47
Mar:2
Apr:404
May:38
June:697
July:85
Aug:429
Sept:706
Oct:510
Nov:120
Dec:680
Tax Services Mission Viejo Statistics 2012
Feb:355
Mar:661
Apr:880
May:265
June:478
July:39
Aug:36
Sept:81
Oct:540
Nov:556
Dec:814
Tax Services Mission Viejo Statistics 2011
Feb:998
Mar:765
Apr:604
May:515
June:735
July:738
Aug:107
Sept:783
Oct:741
Nov:512
Dec:821
Tax Services Mission Viejo Statistics 2010
Feb:597
Mar:250
Apr:143
May:107
June:371
July:823
Aug:998
Sept:727
Oct:484
Nov:878
Dec:993
Tax Services Mission Viejo Statistics 2009
Feb:917
Mar:28
Apr:43
May:457
June:584
July:857
Aug:295
Sept:582
Oct:622
Nov:900
Dec:97
Tax Services Mission Viejo Statistics 2008
Feb:637
Mar:204
Apr:139
May:378
June:716
July:961
Aug:815
Sept:313
Oct:211
Nov:958
Dec:421