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 Pico Rivera Statistics 2018
Feb:419
Mar:163
Apr:572
May:176
June:703
July:581
Aug:276
Sept:483
Oct:720
Nov:938
Dec:601
Tax Services Pico Rivera Statistics 2017
Feb:133
Mar:438
Apr:292
May:810
June:233
July:217
Aug:649
Sept:820
Oct:658
Nov:631
Dec:490
Tax Services Pico Rivera Statistics 2016
Feb:99
Mar:725
Apr:118
May:377
June:726
July:219
Aug:932
Sept:145
Oct:383
Nov:503
Dec:321
Tax Services Pico Rivera Statistics 2015
Feb:84
Mar:598
Apr:569
May:804
June:535
July:170
Aug:335
Sept:669
Oct:609
Nov:628
Dec:478
Tax Services Pico Rivera Statistics 2014
Feb:846
Mar:126
Apr:662
May:503
June:758
July:151
Aug:506
Sept:858
Oct:877
Nov:624
Dec:234
Tax Services Pico Rivera Statistics 2013
Feb:844
Mar:166
Apr:748
May:226
June:670
July:69
Aug:312
Sept:754
Oct:668
Nov:882
Dec:557
Tax Services Pico Rivera Statistics 2012
Feb:51
Mar:893
Apr:872
May:660
June:520
July:350
Aug:502
Sept:366
Oct:476
Nov:163
Dec:869
Tax Services Pico Rivera Statistics 2011
Feb:315
Mar:375
Apr:91
May:192
June:1000
July:326
Aug:795
Sept:843
Oct:493
Nov:543
Dec:68
Tax Services Pico Rivera Statistics 2010
Feb:613
Mar:381
Apr:916
May:280
June:262
July:473
Aug:483
Sept:313
Oct:365
Nov:355
Dec:974
Tax Services Pico Rivera Statistics 2009
Feb:705
Mar:475
Apr:251
May:181
June:639
July:120
Aug:416
Sept:954
Oct:496
Nov:508
Dec:146
Tax Services Pico Rivera Statistics 2008
Feb:834
Mar:942
Apr:337
May:327
June:484
July:406
Aug:489
Sept:97
Oct:787
Nov:405
Dec:377