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 Newport Beach Statistics 2018
Feb:682
Mar:517
Apr:468
May:419
June:146
July:39
Aug:476
Sept:7
Oct:942
Nov:217
Dec:882
Tax Services Newport Beach Statistics 2017
Feb:121
Mar:202
Apr:893
May:162
June:539
July:375
Aug:572
Sept:394
Oct:214
Nov:148
Dec:897
Tax Services Newport Beach Statistics 2016
Feb:72
Mar:173
Apr:950
May:235
June:174
July:69
Aug:473
Sept:856
Oct:586
Nov:941
Dec:274
Tax Services Newport Beach Statistics 2015
Feb:981
Mar:751
Apr:740
May:922
June:969
July:621
Aug:485
Sept:89
Oct:824
Nov:377
Dec:252
Tax Services Newport Beach Statistics 2014
Feb:753
Mar:825
Apr:757
May:967
June:973
July:654
Aug:315
Sept:45
Oct:828
Nov:264
Dec:280
Tax Services Newport Beach Statistics 2013
Feb:333
Mar:753
Apr:858
May:919
June:694
July:132
Aug:651
Sept:675
Oct:883
Nov:391
Dec:596
Tax Services Newport Beach Statistics 2012
Feb:12
Mar:81
Apr:941
May:836
June:458
July:193
Aug:198
Sept:210
Oct:18
Nov:956
Dec:177
Tax Services Newport Beach Statistics 2011
Feb:609
Mar:492
Apr:36
May:436
June:757
July:316
Aug:437
Sept:89
Oct:69
Nov:294
Dec:8
Tax Services Newport Beach Statistics 2010
Feb:426
Mar:659
Apr:438
May:309
June:50
July:34
Aug:160
Sept:62
Oct:115
Nov:101
Dec:899
Tax Services Newport Beach Statistics 2009
Feb:294
Mar:96
Apr:784
May:313
June:52
July:962
Aug:303
Sept:661
Oct:453
Nov:339
Dec:97
Tax Services Newport Beach Statistics 2008
Feb:656
Mar:534
Apr:299
May:726
June:829
July:307
Aug:489
Sept:255
Oct:967
Nov:927
Dec:565