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 Orange Statistics 2018
Feb:521
Mar:13
Apr:200
May:24
June:153
July:234
Aug:630
Sept:376
Oct:726
Nov:698
Dec:808
Tax Services Orange Statistics 2017
Feb:629
Mar:171
Apr:175
May:306
June:379
July:818
Aug:801
Sept:886
Oct:948
Nov:220
Dec:72
Tax Services Orange Statistics 2016
Feb:222
Mar:434
Apr:599
May:510
June:82
July:676
Aug:661
Sept:604
Oct:690
Nov:862
Dec:629
Tax Services Orange Statistics 2015
Feb:95
Mar:258
Apr:219
May:822
June:956
July:27
Aug:120
Sept:585
Oct:199
Nov:295
Dec:892
Tax Services Orange Statistics 2014
Feb:113
Mar:692
Apr:464
May:60
June:913
July:537
Aug:806
Sept:134
Oct:971
Nov:404
Dec:645
Tax Services Orange Statistics 2013
Feb:80
Mar:305
Apr:658
May:770
June:166
July:286
Aug:614
Sept:262
Oct:545
Nov:834
Dec:83
Tax Services Orange Statistics 2012
Feb:862
Mar:204
Apr:85
May:60
June:499
July:978
Aug:640
Sept:612
Oct:670
Nov:104
Dec:673
Tax Services Orange Statistics 2011
Feb:641
Mar:478
Apr:717
May:611
June:882
July:362
Aug:665
Sept:963
Oct:667
Nov:322
Dec:733
Tax Services Orange Statistics 2010
Feb:608
Mar:346
Apr:96
May:152
June:179
July:180
Aug:654
Sept:40
Oct:384
Nov:740
Dec:101
Tax Services Orange Statistics 2009
Feb:717
Mar:741
Apr:496
May:386
June:845
July:168
Aug:969
Sept:486
Oct:646
Nov:685
Dec:96
Tax Services Orange Statistics 2008
Feb:46
Mar:761
Apr:490
May:714
June:83
July:222
Aug:548
Sept:691
Oct:568
Nov:644
Dec:844