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 West Covina Statistics 2018
Feb:100
Mar:983
Apr:101
May:328
June:473
July:161
Aug:141
Sept:173
Oct:244
Nov:617
Dec:259
Tax Services West Covina Statistics 2017
Feb:594
Mar:722
Apr:823
May:425
June:857
July:365
Aug:365
Sept:134
Oct:974
Nov:504
Dec:532
Tax Services West Covina Statistics 2016
Feb:669
Mar:661
Apr:813
May:229
June:662
July:869
Aug:6
Sept:763
Oct:852
Nov:107
Dec:90
Tax Services West Covina Statistics 2015
Feb:269
Mar:231
Apr:497
May:513
June:848
July:756
Aug:447
Sept:442
Oct:477
Nov:270
Dec:868
Tax Services West Covina Statistics 2014
Feb:635
Mar:232
Apr:468
May:609
June:737
July:0
Aug:794
Sept:406
Oct:662
Nov:607
Dec:635
Tax Services West Covina Statistics 2013
Feb:476
Mar:641
Apr:86
May:327
June:749
July:177
Aug:652
Sept:17
Oct:409
Nov:148
Dec:531
Tax Services West Covina Statistics 2012
Feb:905
Mar:979
Apr:699
May:382
June:248
July:566
Aug:717
Sept:884
Oct:799
Nov:185
Dec:493
Tax Services West Covina Statistics 2011
Feb:185
Mar:287
Apr:942
May:848
June:894
July:577
Aug:171
Sept:370
Oct:217
Nov:258
Dec:697
Tax Services West Covina Statistics 2010
Feb:435
Mar:348
Apr:984
May:845
June:497
July:515
Aug:101
Sept:401
Oct:493
Nov:801
Dec:784
Tax Services West Covina Statistics 2009
Feb:366
Mar:500
Apr:625
May:165
June:685
July:118
Aug:701
Sept:871
Oct:405
Nov:642
Dec:718
Tax Services West Covina Statistics 2008
Feb:218
Mar:889
Apr:669
May:436
June:146
July:366
Aug:403
Sept:582
Oct:715
Nov:387
Dec:426