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 Juanpistrano Statistics 2018
Feb:660
Mar:62
Apr:801
May:351
June:622
July:670
Aug:820
Sept:598
Oct:688
Nov:777
Dec:376
Tax Services San Juanpistrano Statistics 2017
Feb:539
Mar:219
Apr:564
May:121
June:563
July:589
Aug:765
Sept:357
Oct:984
Nov:856
Dec:542
Tax Services San Juanpistrano Statistics 2016
Feb:768
Mar:303
Apr:775
May:348
June:241
July:529
Aug:678
Sept:901
Oct:591
Nov:479
Dec:252
Tax Services San Juanpistrano Statistics 2015
Feb:148
Mar:71
Apr:811
May:837
June:848
July:187
Aug:313
Sept:387
Oct:407
Nov:878
Dec:508
Tax Services San Juanpistrano Statistics 2014
Feb:466
Mar:272
Apr:327
May:450
June:128
July:870
Aug:435
Sept:896
Oct:172
Nov:210
Dec:243
Tax Services San Juanpistrano Statistics 2013
Feb:739
Mar:921
Apr:314
May:330
June:399
July:566
Aug:544
Sept:548
Oct:637
Nov:354
Dec:384
Tax Services San Juanpistrano Statistics 2012
Feb:542
Mar:698
Apr:872
May:949
June:575
July:380
Aug:918
Sept:41
Oct:653
Nov:244
Dec:491
Tax Services San Juanpistrano Statistics 2011
Feb:114
Mar:927
Apr:676
May:286
June:137
July:920
Aug:699
Sept:877
Oct:840
Nov:12
Dec:207
Tax Services San Juanpistrano Statistics 2010
Feb:579
Mar:751
Apr:788
May:215
June:105
July:171
Aug:701
Sept:647
Oct:869
Nov:573
Dec:595
Tax Services San Juanpistrano Statistics 2009
Feb:953
Mar:513
Apr:485
May:606
June:758
July:977
Aug:387
Sept:872
Oct:903
Nov:62
Dec:157
Tax Services San Juanpistrano Statistics 2008
Feb:983
Mar:856
Apr:917
May:822
June:869
July:123
Aug:61
Sept:447
Oct:875
Nov:849
Dec:663