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 Redondo Beach Statistics 2018
Feb:910
Mar:887
Apr:396
May:254
June:334
July:938
Aug:175
Sept:551
Oct:81
Nov:577
Dec:147
Tax Services Redondo Beach Statistics 2017
Feb:990
Mar:173
Apr:214
May:607
June:190
July:624
Aug:650
Sept:187
Oct:832
Nov:591
Dec:435
Tax Services Redondo Beach Statistics 2016
Feb:80
Mar:370
Apr:706
May:186
June:372
July:804
Aug:506
Sept:282
Oct:690
Nov:902
Dec:536
Tax Services Redondo Beach Statistics 2015
Feb:840
Mar:712
Apr:575
May:921
June:289
July:723
Aug:458
Sept:278
Oct:896
Nov:672
Dec:885
Tax Services Redondo Beach Statistics 2014
Feb:296
Mar:534
Apr:274
May:128
June:124
July:709
Aug:946
Sept:205
Oct:79
Nov:651
Dec:392
Tax Services Redondo Beach Statistics 2013
Feb:455
Mar:898
Apr:734
May:144
June:800
July:269
Aug:169
Sept:639
Oct:982
Nov:744
Dec:560
Tax Services Redondo Beach Statistics 2012
Feb:466
Mar:18
Apr:548
May:361
June:691
July:432
Aug:448
Sept:987
Oct:967
Nov:722
Dec:114
Tax Services Redondo Beach Statistics 2011
Feb:430
Mar:59
Apr:297
May:509
June:711
July:689
Aug:961
Sept:165
Oct:587
Nov:695
Dec:310
Tax Services Redondo Beach Statistics 2010
Feb:965
Mar:479
Apr:25
May:946
June:223
July:586
Aug:215
Sept:689
Oct:604
Nov:764
Dec:50
Tax Services Redondo Beach Statistics 2009
Feb:195
Mar:498
Apr:281
May:162
June:220
July:395
Aug:253
Sept:650
Oct:454
Nov:550
Dec:159
Tax Services Redondo Beach Statistics 2008
Feb:239
Mar:120
Apr:330
May:826
June:816
July:640
Aug:212
Sept:780
Oct:119
Nov:238
Dec:726