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 Montebello Statistics 2018
Feb:318
Mar:451
Apr:494
May:884
June:7
July:41
Aug:139
Sept:251
Oct:435
Nov:376
Dec:941
Tax Services Montebello Statistics 2017
Feb:232
Mar:670
Apr:312
May:308
June:728
July:374
Aug:317
Sept:397
Oct:164
Nov:82
Dec:377
Tax Services Montebello Statistics 2016
Feb:623
Mar:464
Apr:599
May:565
June:268
July:756
Aug:923
Sept:586
Oct:207
Nov:417
Dec:470
Tax Services Montebello Statistics 2015
Feb:458
Mar:609
Apr:466
May:894
June:986
July:407
Aug:10
Sept:217
Oct:76
Nov:323
Dec:525
Tax Services Montebello Statistics 2014
Feb:697
Mar:843
Apr:201
May:862
June:926
July:579
Aug:460
Sept:548
Oct:43
Nov:58
Dec:113
Tax Services Montebello Statistics 2013
Feb:815
Mar:36
Apr:898
May:21
June:453
July:367
Aug:236
Sept:912
Oct:976
Nov:702
Dec:805
Tax Services Montebello Statistics 2012
Feb:109
Mar:816
Apr:178
May:186
June:139
July:704
Aug:991
Sept:836
Oct:547
Nov:192
Dec:698
Tax Services Montebello Statistics 2011
Feb:771
Mar:157
Apr:20
May:815
June:216
July:133
Aug:126
Sept:30
Oct:170
Nov:23
Dec:51
Tax Services Montebello Statistics 2010
Feb:391
Mar:288
Apr:535
May:367
June:991
July:340
Aug:328
Sept:99
Oct:155
Nov:506
Dec:285
Tax Services Montebello Statistics 2009
Feb:210
Mar:276
Apr:130
May:757
June:468
July:829
Aug:229
Sept:239
Oct:986
Nov:249
Dec:53
Tax Services Montebello Statistics 2008
Feb:383
Mar:179
Apr:231
May:553
June:203
July:283
Aug:176
Sept:594
Oct:572
Nov:712
Dec:961