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 Rosemead Statistics 2018
Feb:877
Mar:103
Apr:974
May:149
June:927
July:950
Aug:666
Sept:761
Oct:72
Nov:575
Dec:551
Tax Services Rosemead Statistics 2017
Feb:424
Mar:264
Apr:607
May:453
June:281
July:882
Aug:436
Sept:513
Oct:660
Nov:540
Dec:812
Tax Services Rosemead Statistics 2016
Feb:296
Mar:461
Apr:344
May:831
June:461
July:398
Aug:592
Sept:337
Oct:501
Nov:566
Dec:487
Tax Services Rosemead Statistics 2015
Feb:515
Mar:153
Apr:188
May:588
June:728
July:740
Aug:369
Sept:151
Oct:4
Nov:976
Dec:605
Tax Services Rosemead Statistics 2014
Feb:858
Mar:41
Apr:799
May:518
June:581
July:611
Aug:331
Sept:878
Oct:71
Nov:675
Dec:708
Tax Services Rosemead Statistics 2013
Feb:72
Mar:300
Apr:870
May:574
June:866
July:357
Aug:1
Sept:381
Oct:510
Nov:190
Dec:969
Tax Services Rosemead Statistics 2012
Feb:931
Mar:337
Apr:390
May:935
June:313
July:995
Aug:221
Sept:170
Oct:36
Nov:19
Dec:689
Tax Services Rosemead Statistics 2011
Feb:631
Mar:19
Apr:495
May:702
June:694
July:203
Aug:234
Sept:767
Oct:503
Nov:104
Dec:341
Tax Services Rosemead Statistics 2010
Feb:462
Mar:343
Apr:750
May:972
June:533
July:718
Aug:209
Sept:464
Oct:55
Nov:600
Dec:398
Tax Services Rosemead Statistics 2009
Feb:594
Mar:620
Apr:539
May:631
June:640
July:227
Aug:248
Sept:270
Oct:246
Nov:743
Dec:973
Tax Services Rosemead Statistics 2008
Feb:946
Mar:206
Apr:707
May:449
June:311
July:48
Aug:818
Sept:773
Oct:391
Nov:568
Dec:745