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 San Gabriel Statistics 2018
Feb:46
Mar:322
Apr:814
May:561
June:444
July:857
Aug:129
Sept:659
Oct:448
Nov:465
Dec:289
Tax Services San Gabriel Statistics 2017
Feb:14
Mar:778
Apr:441
May:182
June:74
July:175
Aug:483
Sept:165
Oct:967
Nov:317
Dec:335
Tax Services San Gabriel Statistics 2016
Feb:239
Mar:336
Apr:528
May:592
June:619
July:728
Aug:31
Sept:666
Oct:50
Nov:845
Dec:227
Tax Services San Gabriel Statistics 2015
Feb:702
Mar:356
Apr:153
May:149
June:822
July:442
Aug:642
Sept:837
Oct:220
Nov:82
Dec:18
Tax Services San Gabriel Statistics 2014
Feb:257
Mar:501
Apr:460
May:224
June:819
July:796
Aug:455
Sept:58
Oct:131
Nov:984
Dec:650
Tax Services San Gabriel Statistics 2013
Feb:711
Mar:682
Apr:417
May:761
June:527
July:644
Aug:255
Sept:228
Oct:0
Nov:408
Dec:378
Tax Services San Gabriel Statistics 2012
Feb:850
Mar:19
Apr:659
May:69
June:102
July:677
Aug:364
Sept:360
Oct:178
Nov:824
Dec:585
Tax Services San Gabriel Statistics 2011
Feb:619
Mar:39
Apr:55
May:750
June:22
July:706
Aug:501
Sept:734
Oct:387
Nov:918
Dec:495
Tax Services San Gabriel Statistics 2010
Feb:562
Mar:750
Apr:143
May:562
June:157
July:521
Aug:384
Sept:6
Oct:541
Nov:42
Dec:76
Tax Services San Gabriel Statistics 2009
Feb:720
Mar:440
Apr:2
May:898
June:263
July:587
Aug:895
Sept:883
Oct:627
Nov:950
Dec:633
Tax Services San Gabriel Statistics 2008
Feb:655
Mar:133
Apr:383
May:42
June:50
July:878
Aug:957
Sept:613
Oct:627
Nov:99
Dec:174