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 Rancho Palos Verdes Statistics 2018
Feb:519
Mar:66
Apr:882
May:439
June:444
July:555
Aug:99
Sept:909
Oct:713
Nov:710
Dec:210
Tax Services Rancho Palos Verdes Statistics 2017
Feb:341
Mar:897
Apr:632
May:228
June:344
July:472
Aug:413
Sept:746
Oct:988
Nov:652
Dec:428
Tax Services Rancho Palos Verdes Statistics 2016
Feb:264
Mar:794
Apr:602
May:403
June:795
July:700
Aug:165
Sept:313
Oct:766
Nov:47
Dec:752
Tax Services Rancho Palos Verdes Statistics 2015
Feb:602
Mar:852
Apr:118
May:315
June:561
July:328
Aug:982
Sept:903
Oct:224
Nov:613
Dec:130
Tax Services Rancho Palos Verdes Statistics 2014
Feb:85
Mar:544
Apr:314
May:72
June:195
July:743
Aug:22
Sept:459
Oct:537
Nov:624
Dec:863
Tax Services Rancho Palos Verdes Statistics 2013
Feb:323
Mar:28
Apr:644
May:89
June:75
July:396
Aug:298
Sept:678
Oct:247
Nov:417
Dec:993
Tax Services Rancho Palos Verdes Statistics 2012
Feb:745
Mar:975
Apr:711
May:969
June:587
July:841
Aug:537
Sept:672
Oct:385
Nov:852
Dec:745
Tax Services Rancho Palos Verdes Statistics 2011
Feb:595
Mar:767
Apr:39
May:131
June:391
July:903
Aug:463
Sept:715
Oct:931
Nov:107
Dec:804
Tax Services Rancho Palos Verdes Statistics 2010
Feb:503
Mar:102
Apr:684
May:750
June:519
July:677
Aug:558
Sept:264
Oct:651
Nov:268
Dec:232
Tax Services Rancho Palos Verdes Statistics 2009
Feb:109
Mar:770
Apr:911
May:494
June:622
July:656
Aug:74
Sept:216
Oct:423
Nov:114
Dec:348
Tax Services Rancho Palos Verdes Statistics 2008
Feb:16
Mar:811
Apr:529
May:947
June:918
July:332
Aug:954
Sept:421
Oct:435
Nov:637
Dec:170