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 Wilmington Statistics 2018
Feb:208
Mar:865
Apr:866
May:113
June:822
July:734
Aug:638
Sept:10
Oct:665
Nov:224
Dec:380
Tax Services Wilmington Statistics 2017
Feb:859
Mar:405
Apr:434
May:509
June:802
July:967
Aug:625
Sept:103
Oct:494
Nov:340
Dec:872
Tax Services Wilmington Statistics 2016
Feb:957
Mar:493
Apr:100
May:960
June:155
July:230
Aug:680
Sept:364
Oct:95
Nov:546
Dec:477
Tax Services Wilmington Statistics 2015
Feb:279
Mar:115
Apr:928
May:945
June:339
July:308
Aug:28
Sept:198
Oct:714
Nov:463
Dec:707
Tax Services Wilmington Statistics 2014
Feb:430
Mar:332
Apr:618
May:924
June:672
July:490
Aug:132
Sept:628
Oct:983
Nov:233
Dec:588
Tax Services Wilmington Statistics 2013
Feb:463
Mar:267
Apr:502
May:558
June:813
July:980
Aug:475
Sept:92
Oct:94
Nov:403
Dec:37
Tax Services Wilmington Statistics 2012
Feb:711
Mar:66
Apr:633
May:424
June:529
July:339
Aug:940
Sept:960
Oct:671
Nov:557
Dec:883
Tax Services Wilmington Statistics 2011
Feb:47
Mar:15
Apr:972
May:29
June:248
July:560
Aug:167
Sept:712
Oct:828
Nov:670
Dec:270
Tax Services Wilmington Statistics 2010
Feb:649
Mar:746
Apr:733
May:743
June:148
July:771
Aug:177
Sept:860
Oct:837
Nov:810
Dec:283
Tax Services Wilmington Statistics 2009
Feb:148
Mar:223
Apr:325
May:820
June:780
July:208
Aug:163
Sept:828
Oct:223
Nov:135
Dec:857
Tax Services Wilmington Statistics 2008
Feb:695
Mar:24
Apr:183
May:522
June:694
July:453
Aug:162
Sept:343
Oct:199
Nov:896
Dec:86