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:
Wealth Management Anaheim Statistics 2018
Feb:732
Mar:14
Apr:694
May:109
June:897
July:839
Aug:486
Sept:35
Oct:516
Nov:648
Dec:233
Wealth Management Anaheim Statistics 2017
Feb:512
Mar:809
Apr:934
May:825
June:21
July:51
Aug:225
Sept:887
Oct:804
Nov:946
Dec:972
Wealth Management Anaheim Statistics 2016
Feb:557
Mar:942
Apr:627
May:832
June:942
July:789
Aug:638
Sept:674
Oct:803
Nov:331
Dec:784
Wealth Management Anaheim Statistics 2015
Feb:170
Mar:269
Apr:735
May:687
June:918
July:968
Aug:638
Sept:429
Oct:777
Nov:571
Dec:254
Wealth Management Anaheim Statistics 2014
Feb:622
Mar:480
Apr:685
May:426
June:425
July:657
Aug:260
Sept:983
Oct:598
Nov:888
Dec:815
Wealth Management Anaheim Statistics 2013
Feb:676
Mar:453
Apr:213
May:478
June:785
July:998
Aug:178
Sept:955
Oct:267
Nov:913
Dec:641
Wealth Management Anaheim Statistics 2012
Feb:881
Mar:279
Apr:614
May:658
June:850
July:869
Aug:455
Sept:472
Oct:348
Nov:140
Dec:899
Wealth Management Anaheim Statistics 2011
Feb:797
Mar:158
Apr:757
May:395
June:45
July:571
Aug:935
Sept:721
Oct:23
Nov:148
Dec:199
Wealth Management Anaheim Statistics 2010
Feb:145
Mar:377
Apr:763
May:412
June:290
July:404
Aug:596
Sept:171
Oct:683
Nov:210
Dec:829
Wealth Management Anaheim Statistics 2009
Feb:78
Mar:284
Apr:4
May:427
June:424
July:903
Aug:200
Sept:221
Oct:60
Nov:958
Dec:616
Wealth Management Anaheim Statistics 2008
Feb:528
Mar:551
Apr:826
May:552
June:699
July:25
Aug:360
Sept:844
Oct:402
Nov:122
Dec:256