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 South Gate Statistics 2018
Feb:207
Mar:370
Apr:844
May:891
June:102
July:125
Aug:206
Sept:996
Oct:687
Nov:724
Dec:431
Tax Services South Gate Statistics 2017
Feb:28
Mar:355
Apr:99
May:3
June:240
July:489
Aug:57
Sept:488
Oct:669
Nov:455
Dec:354
Tax Services South Gate Statistics 2016
Feb:745
Mar:518
Apr:948
May:253
June:733
July:114
Aug:32
Sept:941
Oct:485
Nov:877
Dec:831
Tax Services South Gate Statistics 2015
Feb:1
Mar:37
Apr:583
May:689
June:761
July:13
Aug:910
Sept:790
Oct:369
Nov:8
Dec:793
Tax Services South Gate Statistics 2014
Feb:498
Mar:851
Apr:97
May:166
June:305
July:451
Aug:114
Sept:50
Oct:970
Nov:61
Dec:303
Tax Services South Gate Statistics 2013
Feb:176
Mar:336
Apr:643
May:661
June:212
July:474
Aug:247
Sept:214
Oct:511
Nov:831
Dec:903
Tax Services South Gate Statistics 2012
Feb:845
Mar:813
Apr:61
May:213
June:822
July:855
Aug:823
Sept:319
Oct:705
Nov:921
Dec:485
Tax Services South Gate Statistics 2011
Feb:371
Mar:600
Apr:60
May:341
June:662
July:364
Aug:44
Sept:838
Oct:700
Nov:688
Dec:498
Tax Services South Gate Statistics 2010
Feb:161
Mar:746
Apr:126
May:673
June:576
July:28
Aug:945
Sept:420
Oct:841
Nov:6
Dec:634
Tax Services South Gate Statistics 2009
Feb:861
Mar:456
Apr:982
May:565
June:376
July:467
Aug:576
Sept:748
Oct:66
Nov:636
Dec:89
Tax Services South Gate Statistics 2008
Feb:1000
Mar:133
Apr:565
May:700
June:821
July:63
Aug:612
Sept:983
Oct:809
Nov:739
Dec:655