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 Trabuconyon Statistics 2018
Feb:98
Mar:901
Apr:0
May:790
June:51
July:693
Aug:767
Sept:83
Oct:811
Nov:374
Dec:30
Tax Services Trabuconyon Statistics 2017
Feb:407
Mar:723
Apr:657
May:129
June:110
July:179
Aug:180
Sept:752
Oct:426
Nov:501
Dec:258
Tax Services Trabuconyon Statistics 2016
Feb:954
Mar:685
Apr:69
May:504
June:523
July:180
Aug:534
Sept:622
Oct:80
Nov:534
Dec:412
Tax Services Trabuconyon Statistics 2015
Feb:227
Mar:179
Apr:215
May:37
June:553
July:245
Aug:390
Sept:960
Oct:969
Nov:47
Dec:88
Tax Services Trabuconyon Statistics 2014
Feb:226
Mar:269
Apr:831
May:652
June:771
July:89
Aug:91
Sept:724
Oct:775
Nov:160
Dec:227
Tax Services Trabuconyon Statistics 2013
Feb:340
Mar:762
Apr:920
May:421
June:296
July:331
Aug:553
Sept:523
Oct:510
Nov:769
Dec:561
Tax Services Trabuconyon Statistics 2012
Feb:14
Mar:951
Apr:22
May:983
June:998
July:111
Aug:61
Sept:223
Oct:380
Nov:893
Dec:876
Tax Services Trabuconyon Statistics 2011
Feb:983
Mar:967
Apr:875
May:757
June:127
July:102
Aug:54
Sept:468
Oct:865
Nov:974
Dec:889
Tax Services Trabuconyon Statistics 2010
Feb:305
Mar:442
Apr:684
May:815
June:211
July:244
Aug:878
Sept:225
Oct:194
Nov:900
Dec:207
Tax Services Trabuconyon Statistics 2009
Feb:11
Mar:269
Apr:415
May:391
June:162
July:290
Aug:542
Sept:145
Oct:257
Nov:417
Dec:902
Tax Services Trabuconyon Statistics 2008
Feb:519
Mar:957
Apr:853
May:384
June:931
July:742
Aug:544
Sept:235
Oct:184
Nov:228
Dec:50