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 Palos Verdes Peninsula Statistics 2018
Feb:185
Mar:243
Apr:446
May:980
June:92
July:751
Aug:394
Sept:423
Oct:252
Nov:17
Dec:344
Tax Services Palos Verdes Peninsula Statistics 2017
Feb:537
Mar:961
Apr:148
May:836
June:825
July:986
Aug:830
Sept:305
Oct:390
Nov:723
Dec:507
Tax Services Palos Verdes Peninsula Statistics 2016
Feb:137
Mar:43
Apr:973
May:102
June:851
July:691
Aug:111
Sept:36
Oct:934
Nov:557
Dec:15
Tax Services Palos Verdes Peninsula Statistics 2015
Feb:308
Mar:410
Apr:450
May:560
June:427
July:794
Aug:793
Sept:965
Oct:755
Nov:942
Dec:801
Tax Services Palos Verdes Peninsula Statistics 2014
Feb:928
Mar:630
Apr:885
May:317
June:352
July:391
Aug:708
Sept:489
Oct:434
Nov:681
Dec:592
Tax Services Palos Verdes Peninsula Statistics 2013
Feb:371
Mar:703
Apr:321
May:305
June:260
July:336
Aug:331
Sept:568
Oct:746
Nov:781
Dec:128
Tax Services Palos Verdes Peninsula Statistics 2012
Feb:574
Mar:921
Apr:137
May:329
June:863
July:939
Aug:908
Sept:790
Oct:568
Nov:793
Dec:107
Tax Services Palos Verdes Peninsula Statistics 2011
Feb:183
Mar:816
Apr:409
May:618
June:496
July:0
Aug:903
Sept:868
Oct:704
Nov:223
Dec:173
Tax Services Palos Verdes Peninsula Statistics 2010
Feb:559
Mar:504
Apr:531
May:305
June:285
July:660
Aug:479
Sept:860
Oct:581
Nov:617
Dec:188
Tax Services Palos Verdes Peninsula Statistics 2009
Feb:555
Mar:96
Apr:233
May:123
June:889
July:340
Aug:43
Sept:71
Oct:155
Nov:452
Dec:689
Tax Services Palos Verdes Peninsula Statistics 2008
Feb:453
Mar:592
Apr:520
May:156
June:815
July:693
Aug:120
Sept:374
Oct:197
Nov:652
Dec:680