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 Placentia Statistics 2018
Feb:906
Mar:840
Apr:358
May:119
June:261
July:117
Aug:824
Sept:882
Oct:401
Nov:123
Dec:214
Tax Services Placentia Statistics 2017
Feb:825
Mar:663
Apr:465
May:398
June:802
July:375
Aug:289
Sept:628
Oct:551
Nov:10
Dec:756
Tax Services Placentia Statistics 2016
Feb:452
Mar:315
Apr:868
May:989
June:315
July:33
Aug:857
Sept:220
Oct:873
Nov:215
Dec:340
Tax Services Placentia Statistics 2015
Feb:332
Mar:164
Apr:15
May:733
June:288
July:229
Aug:949
Sept:112
Oct:892
Nov:413
Dec:511
Tax Services Placentia Statistics 2014
Feb:789
Mar:800
Apr:321
May:340
June:811
July:76
Aug:52
Sept:262
Oct:391
Nov:921
Dec:250
Tax Services Placentia Statistics 2013
Feb:954
Mar:107
Apr:928
May:827
June:323
July:267
Aug:960
Sept:655
Oct:431
Nov:975
Dec:388
Tax Services Placentia Statistics 2012
Feb:204
Mar:336
Apr:832
May:96
June:750
July:343
Aug:790
Sept:538
Oct:142
Nov:111
Dec:878
Tax Services Placentia Statistics 2011
Feb:187
Mar:931
Apr:215
May:579
June:852
July:466
Aug:286
Sept:806
Oct:574
Nov:213
Dec:632
Tax Services Placentia Statistics 2010
Feb:480
Mar:591
Apr:551
May:912
June:566
July:940
Aug:631
Sept:771
Oct:276
Nov:463
Dec:867
Tax Services Placentia Statistics 2009
Feb:806
Mar:656
Apr:564
May:949
June:767
July:442
Aug:902
Sept:955
Oct:373
Nov:116
Dec:534
Tax Services Placentia Statistics 2008
Feb:582
Mar:820
Apr:29
May:155
June:32
July:661
Aug:52
Sept:513
Oct:252
Nov:603
Dec:425