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 Santa Margarita Statistics 2018
Feb:56
Mar:847
Apr:327
May:873
June:684
July:65
Aug:127
Sept:198
Oct:413
Nov:614
Dec:582
Tax Services Rancho Santa Margarita Statistics 2017
Feb:974
Mar:975
Apr:468
May:268
June:920
July:178
Aug:925
Sept:278
Oct:976
Nov:119
Dec:509
Tax Services Rancho Santa Margarita Statistics 2016
Feb:363
Mar:856
Apr:906
May:823
June:731
July:501
Aug:371
Sept:788
Oct:348
Nov:699
Dec:661
Tax Services Rancho Santa Margarita Statistics 2015
Feb:764
Mar:788
Apr:230
May:177
June:401
July:813
Aug:946
Sept:375
Oct:787
Nov:413
Dec:643
Tax Services Rancho Santa Margarita Statistics 2014
Feb:592
Mar:568
Apr:985
May:567
June:687
July:493
Aug:543
Sept:49
Oct:349
Nov:448
Dec:872
Tax Services Rancho Santa Margarita Statistics 2013
Feb:950
Mar:243
Apr:868
May:297
June:943
July:529
Aug:329
Sept:707
Oct:316
Nov:559
Dec:884
Tax Services Rancho Santa Margarita Statistics 2012
Feb:371
Mar:830
Apr:93
May:158
June:243
July:737
Aug:866
Sept:835
Oct:304
Nov:850
Dec:402
Tax Services Rancho Santa Margarita Statistics 2011
Feb:343
Mar:945
Apr:41
May:692
June:393
July:914
Aug:772
Sept:343
Oct:157
Nov:640
Dec:640
Tax Services Rancho Santa Margarita Statistics 2010
Feb:168
Mar:969
Apr:806
May:485
June:528
July:690
Aug:203
Sept:900
Oct:520
Nov:296
Dec:58
Tax Services Rancho Santa Margarita Statistics 2009
Feb:32
Mar:924
Apr:598
May:337
June:773
July:1000
Aug:329
Sept:116
Oct:945
Nov:370
Dec:808
Tax Services Rancho Santa Margarita Statistics 2008
Feb:284
Mar:579
Apr:680
May:441
June:219
July:320
Aug:541
Sept:387
Oct:289
Nov:347
Dec:872